Financial Planning Lead
We are seeking a seasoned financial planning expert to lead our wealth and financial planning team. This key role will involve managing a portfolio of high-net-worth clients, providing expert financial advice and guidance, and mentoring a team of Private Client Consultants to ensure consistent growth and high performance.
The ideal candidate will have a strong background in financial planning, excellent leadership skills, and the ability to balance personal client engagement with team management responsibilities. They will be proficient in financial planning software, particularly Voyant, and possess a Certified Financial Planner (CFP) designation.
Key Responsibilities:
* Lead, mentor, and develop a team of Private Client Consultants to drive business growth and improve client service.
* Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client relationships and revenue generation.
* Develop and implement best practices for financial planning and advisory services within the team.
* Foster a collaborative and accountable team culture focused on excellence.
Requirements:
* A minimum of a bachelor's degree in finance, economics, business, or a related field.
* Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.
* Proficiency in financial planning software, particularly Voyant.
* Certified Financial Planner (CFP) designation.
* Excellent interpersonal, communication, and relationship management skills.
Benefits:
* Matched employer pension contributions.
* Life Assurance and Group Life Protection.
* Lifestyle discounts for well-known brands.
* Opportunity for hybrid working.
* Generous annual leave allowance.
* Comprehensive Private healthcare.
* Healthcare cash plan.
About Us:
We are a dynamic organization dedicated to helping businesses manage risk, create a safer workplace, and reward their employees effectively. Our mission is to support employers and their people to thrive through changes and challenges. We offer a range of benefits, including flexible working arrangements, generous leave entitlements, and access to industry-leading training and development opportunities.
Our commitment to inclusion and belonging means that we celebrate diversity, promote equality, and foster an inclusive work environment where everyone feels valued and respected.
If you are a motivated and experienced financial planning professional looking for a new challenge, we would love to hear from you.