Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning, you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm’s growth and client outcomes.
This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence.
• Lead and inspire: Take responsibility for the firm’s financial planners, setting the tone for technical excellence, compliance, and client outcomes.
• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.
• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.
• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.
• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning.
• Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.
• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.
• Skilled in cashflow modelling and comfortable with complex financial planning cases.
• Commercially minded but committed to client outcomes and long-term relationships.
• A natural leader who enjoys developing others and shaping a positive team culture.
• Ideally, able to transition an existing client book or professional network.
• Attractive package: £80,000 – £100,000 base salary plus performance bonus and benefits.
• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.
• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.
• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.
• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual.
This is your opportunity to make a lasting impact — leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first.
Apply now to explore how this opportunity can accelerate your career.
Remote Head of Financial Planning • Sunderland, England
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