The Lead Financial Planner will be responsible for overseeing the development and implementation of financial planning strategies, as well as optimizing team systems and workflows to improve efficiency and client satisfaction. They will design and execute a strategic framework for financial planning, assist in meeting annual targets, and provide mentorship and guidance to team members to support their professional development and collaboration. By prioritizing excellence, consistency, and client-focused solutions, the successful candidate will be instrumental in driving the success of the financial planning team and ensuring exceptional service delivery.
In addition to leading the team, the Lead Financial Planner will also play a key role in fostering a culture of innovation, accountability, and continuous improvement within the organization. Their leadership will be crucial in shaping the team's approach to financial planning and in driving overall success. The ideal candidate will have a strong background in financial planning, excellent communication and leadership skills, and a commitment to delivering high-quality service to clients. They will be able to effectively manage and motivate team members, while also contributing to the strategic direction and growth of the financial planning department.