Head of Financial Planning — Lead 15 Planners to Excellence

Eden Scott; Glasgow; On-site; GBP 60,000 - 90,000; Full time

Job summary

A prominent financial advice firm in Scotland is seeking a Head of Financial Planning to lead a team of 15 planners. This pivotal role requires experience in managing financial planners, implementing strategies, and ensuring high client outcomes. The role offers flexibility, a competitive salary, and a bonus structure, making it an attractive opportunity for the right candidate. Essential qualifications include CII and a track record of exceeding targets within the financial advice sector.

Benefits

Car Allowance

Bonus Structure

Flexibility and Autonomy

Qualifications

• Highly experienced senior manager with a proven success rate.
• Experience working with financial planners in a similar position.
• Fitting in team dynamics and aligned to company culture.

Responsibilities

• Leading the team of financial planners to ensure targets, client outcomes and efficiencies are exceeded.
• Driving client experience to the highest quality, coaching and mentoring the teams.
• Keeping up to speed with industry regulation and rolling out new products.
• Working closely with the regional heads of other departments to promote collaboration.

Skills

Leadership

Financial Planning

Coaching and Mentoring

Strategic Planning

Education

CII Qualifications

Job description

A prominent financial advice firm in Scotland is seeking a Head of Financial Planning to lead a team of 15 planners. This pivotal role requires experience in managing financial planners, implementing strategies, and ensuring high client outcomes. The role offers flexibility, a competitive salary, and a bonus structure, making it an attractive opportunity for the right candidate. Essential qualifications include CII and a track record of exceeding targets within the financial advice sector.