Director of Financial Planning

This Director of Financial Planning opportunity is built around leading, mentor, and support a team of junior financial advisors, ensuring a high level of performance and professionalism. It would suit someone who can bring opportunities for professional growth, including access to continued education and industry certifications to the role.

Role overview

A supportive and collaborative work culture with a focus on career progression. The chance to be part of a rapidly growing company with ambitious plans for the future.

Main responsibilities

Leading, mentor, and support a team of junior financial advisors, ensuring a high level of performance and professionalism. Build and maintain long-lasting relationships with clients, ensuring high levels of satisfaction and trust. Driving new business development through networking, referrals, and proactive outreach to potential clients.

What helps someone succeed

Opportunities for professional growth, including access to continued education and industry certifications. Strong professional approach.

Requirements

• Experience in leading/supervising/managing a team providing guidance, training, and fostering a positive team culture.
• Current experience as a Financial Advisor, with a proven track record of success in delivering tailored financial advice.
• Strong knowledge of financial markets, products, and regulatory requirements.

Job details

• A generous pension scheme and additional employee benefits.
• Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
• Very competitive salary with attractive performance-based bonuses based on both advising and team management elements of the role.
• Additional detail: Training or development support may be provided.