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Marks Sattin
Leeds
Marks Sattin are delighted to be working with a well-regarded West Yorkshire based organisation who are looking for a Head of Financial Planning and Analysis. This is a newly created role and a very exciting time for the business as they are looking to undertake a transformation programme. Responsibilities will include: Build-out and improve the g
Job Source: Marks SattinLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be resp
Job Source: Lime People Search & Select LtdCB3 Associates Ltd
Huddersfield
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit: Office Location: Central Huddersfield Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2
Job Source: CB3 Associates LtdLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administr
Job Source: Lime People Search & Select LtdNJR Recruitment
Leeds
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their team in Leeds. Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax prod
Job Source: NJR RecruitmentLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be res
Job Source: Lime People Search & Select LtdLeeds
Head of Financial Planning/Advice
Leeds
£70,000 to £100,000 per annum
Our client is a fully independent and expanding financial advice firm, who are committed to offering a holistic approach to their client’s financial well-being. They strive to making the financial planning journey as clear, empowering, and convenient as possible.
The Head of Advice role will be to lead their team of financial advisers and their support team of paraplanners and administrators, ensuring the delivery of high-quality, compliant, and client-focused advice. This role is pivotal in shaping the advice strategy, driving business performance, and maintaining the highest standards of regulatory compliance and ethics.
The role will predominantly focus on the delivery of the team’s targets and objectives, whilst operating within the established business procedures and adhering to the regulatory environment. The successful applicant will work closely with other members of the Senior Leadership Team, taking on a key role in the business’s further growth and development.
Key duties will include:
Team Leadership: Overseeing and leading the team, promoting a culture of collaboration, efficiency, and continuous improvement to achieve business targets.
Operational Excellence: Spearheading efforts to optimise operational processes, workflows, and systems to enhance overall efficiency and reduce costs.
Strategic Planning: Collaborating with senior management to develop and implement strategic plans that align with the company's overall objectives and growth initiatives.
Client Service Enhancement: Streamline processes and enhance the overall client experience.
Technology Integration: Embracing and implementing technological solutions to streamline operations, improve accuracy, and stay current with industry advancements.
Performance Monitoring: Monitoring performance metrics to assess and improve operational effectiveness.
Problem Resolution: Addressing operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.
Communication and Collaboration: Facilitating effective communication and collaboration between different departments to ensure seamless coordination and information flow.
Stay Informed: Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge.
Mentorship and Training: Provide mentorship and training to the Adviser Team, contributing to the development of their skills and knowledge.
Regulatory Compliance: Ensuring strict adherence to regulatory requirements and standards, playing a key role in maintaining the organisation's compliance with financial regulations.
Risk Management: Identifying, assessing, and mitigating operational risks to safeguard the organisation's financial health and reputation.
This is a truly excellent opportunity with the potential to progress to Directorship level.
For further information please send your CV directly to Stuart or contact him directly on 0 7 7 4 7 7 8 2 9 3 4.
Head of Financial Planning/Advice jobs in Leeds
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