Senior Financial Planning Lead – Coaching & Growth

Fram Search is partnering with a high-calibre independent financial planning firm in Yorkshire to recruit an experienced Head of Financial Planning. The role leads a team of Planners and Paraplanners, shapes the firm’s advisory proposition, and drives high standards of client service and compliance.

The successful candidate will coach advisers, contribute to strategic growth, and collaborate with the senior leadership team to influence the direction of the business.

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