HEAD OF FINANCIAL PLANNING

GENEROUS £SIX FIGURE SALARY ON OFFER, AWARD WINNING COMPANY, ENERGETIC CULTURE

Are you a senior financial planning professional looking to lead a high-performing team for one of London's most successful HNW financial planning companies. My client, a multi-award-winning practice based in the City, is seeking a Head of Financial Planning to join their senior leadership team.

This is an exceptional opportunity to shape the future of financial planning at a firm that has achieved remarkable growth year on year growth.

What you'll be doing:

Lead and mentor a team of financial planners across all aspects of wealth management
Set technical standards and drive planning excellence throughout the firm
Work directly with high-net-worth clients on complex financial planning cases
Develop and implement financial planning strategies that support business growth
Ensure compliance and quality across all client financial planning deliverables
Support the firm's acquisition strategy through seamless integration of new teams

What we're looking for:

Chartered Financial Planner status (or equivalent professional qualifications)
Proven experience in leading financial planning teams
Extensive knowledge of HNW financial planning across all areas
Strong business development mindset and growth ambition
Excellent leadership and communication skills
Ideally, in a position to bring clients with you/have a transferable portfolio
Experience working with investment platforms and wealth management technology

What's on offer:

High £six figure basic salary
Very desirable discretionary bonus averaging nearly 50% on your basic salary
Flexible working arrangements with modern City office
Opportunity to lead at a highly profitable, growing business
Be part of a dynamic leadership team with ambitious growth plans
Exceptional professional development and career progression opportunities

This is a rare opportunity to join a company that combines the best of boutique client service with institutional investment capabilities. You'll be working with a young, ambitious leadership team that has built one of the most productive wealth planning practices in the industry.

If you're ready to take your financial planning career to the next level and want to be part of something truly special, please do get in touch.

Nigel James Associates

Connecting talent. Building success.

Nigel James Associates Ltd

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Head of Financial Planning