Head of Financial Planning

Berkhamsted, Hertfordshire Hybrid (3 office / 2 WFH)

£60,000 - £70,000 DOE + Benefits

Full Time Leading Wealth Management Firm

Are you an experienced Paraplanning Manager, Senior Paraplanner, or Advice professional ready to step into a strategic leadership role?

We're supporting a highly reputable IFA firm in Berkhamsted who are seeking a Head of Advice & Paraplanning to lead their growing team of Advisers and Paraplanners.

This role has become available due to retirement - an exciting opportunity to shape the future of the advice function, drive technical excellence, and play a key part in the firm's next stage of growth.

The Opportunity

You'll oversee a team of approximately 15 Paraplanners and Employed Advisers

Working closely with the Operations Director, you'll lead the full Advice & Paraplanning function-ensuring high standards, strong technical output, adviser performance, and a smooth end?to?end advice journey.

This is a hands?on leadership role with huge scope to influence process improvement, adviser development, AI-driven efficiency projects, and firm-wide strategy.

Key Responsibilities

Leadership & Team Development

• Lead, coach and mentor Advisers and Paraplanners
• Conduct 1:1s, performance reviews, training, and development planning
• Manage workflow, resource planning, and team KPIs
• Oversee onboarding, induction, and upskilling of new hires

Advice Delivery & Technical Excellence

• Shape and refine the firm's advice standards and paraplanning processes
• Review complex files and suitability reports
• Act as the main technical escalation point for the team
• Ensure high levels of accuracy, compliance, and suitability
• Guide Advisers to meet targets, improve advice quality, and grow confidently

Strategic & Operational Influence

• Work with outsourced paraplanners, managing SLA/KPI performance
• Drive efficiency with digital tools and AI initiatives
• Contribute to key business projects improving the advice journey
• Maintain up?to?date knowledge of market trends, regulations, and products

What We're Looking For

• Level 4 Diploma qualified (essential)
• Strong experience in an IFA environment
• Background in paraplanning leadership, team supervision, or senior technical roles
• Excellent understanding of financial planning, compliance and the advice process
• Confident communicator able to influence, motivate and lead teams
• Strong technical knowledge across pensions, investments, tax and trusts

This role suits both: Experienced PP Managers, Heads of Paraplanning/Advice, or Senior Paraplanners ready to step into leadership

Package & Benefits

• £60,000 - £70,000 (DOE)
• Private Medical Insurance
• Income Protection
• Life Cover
• Enhanced Annual Leave - 28 days + bank holidays
• Holiday Purchase Scheme
• Auto?enrolment pension
• Hybrid working (3 office days required)

Apply Today

Interviews are already underway, and the firm is keen to move quickly.

If you're passionate about shaping a high?performing advice function and want a role with real influence, we'd love to hear from you.