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Full time
Finance

Head of Financial Planning

Recruit UKGloucester, Gloucestershire🇬🇧United KingdomPosted 23 Jul 2026

Why This Role Stands Out

This Head of Financial Planning role offers significant leadership growth and the opportunity to shape a growing team within a reputable Chartered firm, with a competitive salary of £80,000 offering a high OTE and hybrid flexibility. You'll thrive here if you're an experienced IFA or manager eager to mentor and develop others, making a real impact on client success and firm expansion. Apply today to join this dynamic and supportive environment!

Quick Overview

Salary
£80k/yr
Work Type
Hybrid
Schedule
Full Time
Level
Leader

Job Description

Job Title: Head of Financial Planning

Industry: Financial Planning

Location: Gloucester

Salary: £80,000 (OTE £100K+)

Job Reference: 10501

Job Description:

Recruit UK are working on an exciting opportunity for a Financial Adviser OR Manager to join a Financial Planning firm in Gloucester.

Are you currently working as an IFA but want to put your leadership/management skills into practice?

Or are you currently managing a team of advisers but open to new opportunities?

Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their client base and team of advisers continues to grow, they are looking to bring on a Head of Financial Planning to manage and develop the team. This is a non regulatory position so you won't be client facing, but you will still have ample opportunity to earn bonus on top of your base.

Your role will see you managing a small team of IFAs, supporting them with training, mentoring, career development, and growing their client book. You will work around Gloucester area but have the autonomy to manage your own diary and adviser visits so you are not chained to your desk everyday. This is a really exciting time to join a growing and expanding firm, where you will be at the heart of it!

Benefits:

  • Highly competitive salary of £80,000
  • Commission structure in place for high OTE
  • Hybrid working / remote (manage your own diary)
  • 6% pension contribution
  • 25 days holiday
  • Birthday off
  • Buy and sell scheme
  • Private medical insurance
  • 4x DIS
  • Progression opportunities available if interested
  • Exam funding and support to continue qualifications

Skills and experience required:

  • Level 4 Diploma, Chartered preferred
  • 5 years Adviser experience minimum
  • Experience mentoring, or managing advisers. Either officially or unofficially

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