Head of Financial Planning

Ortus PSR Ltd. • TRAFFIC • Leicestershire, Leicester, United Kingdom • 2d ago

Lead the Strategic Growth of a Progressive Wealth Management Firm

Head of Financial Planning - Leicester £ Negotiable + Excellent Benefits

A respected and forward-thinking independent financial advice firm is seeking a commercially astute and hands-on Head of Financial Planning to shape and execute a firm-wide growth strategy focused on increasing the value and complexity of clients under advice. This senior leadership role offers the opportunity to build the roadmap for expansion, work closely with an experienced team, and help elevate the overall client proposition.

Based in modern, purpose-built offices in Leicester, this is a rare opportunity to drive meaningful change and lead a highly regarded team in a firm known for its integrity, tailored financial planning, and people-first culture.
Why This Opportunity Stands Out:

Strategic Impact - Take ownership of a firm-wide growth initiative and lead the charge in attracting and servicing higher-value clients.
Leadership Role with Purpose - Collaborate with advisers to refine the sales journey, upskill the team, and ensure exceptional delivery to referred clients.
Outstanding Working Environment - Work from brand-new offices featuring a gym, full kitchen and dining facilities, and free parking.
Career Growth - Enjoy support toward Chartered status and the chance to make your mark at a senior leadership level.
Culture of Integrity - Join a team that values long-term relationships, professional standards, and client-first advice.

Key Responsibilities:

Design and implement a strategic roadmap aimed at increasing the value and profile of the firm's client base.
Build and nurture professional introducer relationships, becoming a key figure in business development and new client acquisition.
Lead the evolution of the sales journey, working with advisers to enhance engagement with referred clients.
Provide hands-on leadership and coaching, upskilling the existing advisory team to align with strategic goals.
Collaborate cross-functionally with compliance, marketing, and product development to ensure integrated and compliant delivery.
Analyse performance data, track market trends, and provide strategic insights to senior stakeholders.

Candidate Profile:

Holds a Level 4 Diploma in Financial Planning (minimum); Chartered or on the path to Chartered status preferred.
Proven leadership experience in the financial planning or wealth management space, with a strong understanding of high-value client servicing.
Demonstrated success in building introducer relationships and driving business growth through professional referrals.
Skilled in designing and leading a cohesive sales process with a team approach.
Commercially aware, client-focused, and collaborative in leadership style.

Salary & Benefits:

Salary: Competitive and negotiable based on experience.
Incentives: Performance-based bonuses and progression opportunities.
Pension: Non-contributory group scheme after 3 months.
Leave: 25 days annual leave plus bank holidays.
Protection: Death-in-service benefit (post-probation, subject to qualifying criteria).
Facilities: Contemporary, air-conditioned offices with on-site gym, kitchen, and free parking.

A Career with Influence and Purpose

This is a rare opportunity to help shape the future of a growing firm while building something of lasting value-for clients, the team, and your own career.

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