Head of Financial Planning

Head of Financial Planning

Location: Leeds

Salary: Competitive + Bonus + Benefits

Submit your CV and any additional required information after you have read this description by clicking on the application button.

A highly respected and well-established wealth management firm is seeking an experienced and strategic Head of Financial Planning to lead, develop, and grow its Financial Planning function.

This is a senior leadership opportunity for an ambitious individual who can combine technical expertise, commercial awareness, and people leadership to deliver an outstanding client-centric financial planning proposition.

The Role

As Head of Financial Planning, you will take full responsibility for the leadership and performance of the Financial Planning department. You will play a key role in shaping strategy, driving growth, and ensuring the delivery of high-quality, compliant advice aligned with client best interests.

Key responsibilities include:

• Leading and executing the Financial Planning strategy in line with wider business objectives
• Driving the growth and development of the Financial Planning proposition
• Overseeing departmental performance, including P&L management
• Ensuring robust compliance with regulatory requirements and maintaining high advice standards
• Managing and developing a high-performing team, including recruitment, performance management, and succession planning
• Maintaining and enhancing Training & Competency (T&C) frameworks
• Building and maintaining strong relationships with internal stakeholders and external providers
• Identifying and developing new business opportunities through professional networks
• Championing a strong client-first culture, embedding regulatory principles such as Consumer Duty

About You

To be successful in this role, you will be a proven leader within Financial Planning or Wealth Management, with the ability to influence at a senior level and drive meaningful change.

You will have:

• A minimum Level 4 qualification (CII or equivalent), with Chartered status (Level 6) preferred
• Extensive experience in Financial Planning, including regulatory and advice frameworks
• Strong leadership and people management experience, with a track record of building successful teams
• Demonstrated ability to influence senior stakeholders and contribute to strategic direction
• Business development experience and an established professional network
• Excellent communication, analytical, and decision-making skills
• A proactive, forward-thinking approach with the ability to drive innovation and continuous improvement

Why Apply?

• Opportunity to shape and lead a key business function
• Influence strategy at a senior level
• Work within a collaborative, client-focused environment
• Competitive salary and benefits package
• Clear scope for impact, growth, and long-term career progression

If you are an experienced Financial Planning leader looking for your next strategic challenge, we would welcome your application.

Please note: this role is not suitable for candidates within an FP&A/Accountancy remit. xwzovoh Due to the nature of the role, the role is suited to a Financial Advice/Wealth Management professional.