Strategic Financial Planning Team Leader

2 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking an experienced and ambitious professional to join our team as a Strategic Financial Planning Team Leader in Surrey. This is a fantastic opportunity to lead a high-performing team and take ownership of driving business growth and delivering exceptional client experiences.

About the Role:
  • Lead a team of financial planning professionals, providing guidance, coaching, and development opportunities to ensure they have the skills and knowledge required to deliver outstanding results.
  • Develop and implement strategic plans to drive business growth, including identifying new sales opportunities, building relationships with corporate and individual clients, and ensuring effective communication across teams.
  • Monitor and report on key performance indicators, such as sales forecasts, pipeline management, and client satisfaction, to inform business decisions and drive continuous improvement.
  • Collaborate with senior leadership to develop and maintain effective internal processes, procedures, and controls to ensure compliance and efficiency.
  • Foster a culture of excellence, focusing on quality, customer satisfaction, and employee engagement to drive long-term success.
  • Work closely with HR to manage recruitment, training, and development of team members, ensuring they have the skills and competencies required to excel in their roles.

This role offers a competitive salary package, including a base salary of £65,000 - £80,000 per annum, plus benefits and opportunities for career advancement.

Key Responsibilities:
  • Team Leadership:
    • Lead, motivate, and manage a high-performing team of financial planning professionals.
    • Provide guidance, coaching, and development opportunities to ensure team members have the skills and knowledge required to deliver outstanding results.
  • Business Development:
    • Develop and implement strategic plans to drive business growth.
    • Identify new sales opportunities and build relationships with corporate and individual clients.
    • Ensure effective communication across teams to drive collaboration and achieve business objectives.
  • Performance Management:
    • Monitor and report on key performance indicators.
    • Inform business decisions and drive continuous improvement.
  • Culture and Compliance:
    • Foster a culture of excellence, focusing on quality, customer satisfaction, and employee engagement.
    • Maintain effective internal processes, procedures, and controls to ensure compliance and efficiency.
  • HR Collaboration:
    • Manage recruitment, training, and development of team members.
    • Ensure team members have the skills and competencies required to excel in their roles.


  • London, Greater London, United Kingdom Planning Recruitment Limited Full time

    About this Opportunity:We are seeking a seasoned Head of Finance to spearhead our client’s financial operations and drive growth in this dynamic Architectural Practice.The ideal candidate will possess a deep understanding of the UK and global economic landscapes, complemented by expertise in the construction industry.Key Responsibilities:Financial...


  • London, Greater London, United Kingdom Moody's Investors Service Full time

    About the RoleWe are seeking a Strategic Financial Planning Leader to drive accurate and timely reporting for senior leadership. As a seasoned analyst with strong financial modeling skills, you will lead strategic analysis and mentor team members to enhance global planning functions.Key ResponsibilitiesLead strategic analysis and develop new reporting...


  • London, Greater London, United Kingdom Corecruitment Full time

    Job Opportunity: Head of FP&AWe are seeking a seasoned financial leader to join our core team at Corecruitment as the Head of Financial Planning and Analysis. This role will be responsible for leading financial planning, budgeting, and forecasting, leveraging data and analytics to drive business insights and decision-making.Key Responsibilities:Shape the...


  • London, Greater London, United Kingdom Altus Partners Full time

    THE SEARCH:Altus Partners are retained by a Software company, backed by a private equity firm, who are seeking a newly created Head of FP&A to support the CFO as the company looks to make an exit within the next 18 – 24 months. As Head of FP&A, you will play a pivotal part in guiding the financial strategy and driving the financial performance of the...


  • London, Greater London, United Kingdom Civitas Charity Recruitment ltd Full time

    We are seeking a highly skilled Senior Financial Planning and Analysis professional to join our team at Civitas Charity Recruitment ltd. As a Senior Financial Manager, you will play a key role in shaping the financial strategy of our organisation, working closely with senior stakeholders to drive business growth and inform strategic decision-making.Key...


  • London, Greater London, United Kingdom Hays Senior Finance Full time

    Lead Strategic Financial PlanningHays Senior Finance is seeking a highly skilled Strategic Financial Planning Leader to join our team. This is a broad and varied role with key duties and responsibilities including:Business partnering with senior leadership and executives to develop strategy and goals for the division.Delivery of the annual budget, 3-year...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...


  • London, Greater London, United Kingdom UK Youth Full time

    Financial Strategic Leader for UK YouthUK Youth is seeking a visionary financial leader to oversee all financial aspects of the charity, leading long-term financial sustainability and advancing the organisation's mission. As Financial Strategic Leader, you will work closely with the Executive Team, Finance Committee, and Board of Trustees to deliver...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...


  • London, Greater London, United Kingdom Lloyd Barnes Accountancy Recruitment Full time

    Financial ControllerWe are excited to be partnering with a forward-thinking Devon based business, a leader in their sector.The company is seeking an enthusiastic and driven Strategic Financial Leader to join their expanding team in a full-time, permanent position. This is an exciting opportunity to play a key role in contributing to the company's continued...


  • London, Greater London, United Kingdom Michael Page Full time

    The role of Senior FP&A Analyst is pivotal in driving insightful decision-making through financial analysis and reporting. This position will be at the forefront of providing essential financial insights to support strategic planning within the Not For Profit sector.The organisation is a globally recognised educational institution in the banking sector, with...


  • London, Greater London, United Kingdom BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and clients. Our professionals provide exceptional service, helping clients achieve their goals.Your OpportunityWe are seeking a Senior Financial Planner to join our Wealth Management team. As a Strategic Financial Planning Leader, you will own the following...


  • London, Greater London, United Kingdom Stealth B2B SaaS Company Full time

    Stealth B2B SaaS Company is seeking a highly skilled Strategic Financial Leader to join its team. As a key member of the organization, you will play a crucial role in driving financial planning, analysis, and execution.About the Role:The Strategic Financial Leader will be responsible for leading the finance team and collaborating with other departments to...


  • London, Greater London, United Kingdom Hays Accountancy and Finance Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Planning and Analysis Leader to join our team at Hays Accountancy and Finance. As a key member of our organization, you will be responsible for developing and implementing financial strategies that drive business growth and success.Key ResponsibilitiesPartner with senior leadership to develop and...


  • London, Greater London, United Kingdom COREcruitment Full time

    Finance DirectorWe are seeking a seasoned Financial Director to drive financial performance, business planning, and growth strategy within our Treatment Division. As a strategic leader, you will be responsible for developing and implementing financial plans, providing insightful analysis to inform decision-making, and ensuring robust financial controls and...


  • London, Greater London, United Kingdom Reward Full time

    We are seeking an experienced FP&A Lead to join our growing finance team, reporting to senior leadership and supporting key financial projects.Key ResponsibilitiesDevelop Long-Range Financial Plans: Build detailed financial models that align with the company's long-term strategic goals. Present these models to potential investors, lenders, and internal...


  • London, Greater London, United Kingdom Nsc Global Full time

    Nsc Global seeks a Strategic Planning Leader to drive business growth through data analysis and presentation. Reporting to the CFO in London, this role will work closely with the CFO, Group Financial Controller, and Business Heads to ensure informed decision-making.Key responsibilities include:Commercial Controller team supportPlanning and Analysis team...


  • London, Greater London, United Kingdom COREcruitment Full time

    FP&A Manager Job DescriptionThe Head of FP&A will lead financial strategy, planning, and analysis, leveraging Big Data and AI to drive insights and profitability in the leisure and hospitality industry.They will support key property acquisitions and capital investments, ensuring alignment with strategic goals, while developing a strong, data-focused...


  • London, Greater London, United Kingdom COREcruitment Full time

    Job Title: Head of Financial Planning & AnalysisThis is an exciting opportunity for a financial leader to join COREcruitment's client, a leading business in the leisure and hospitality industry, as they seek to further develop their strategic financial planning capabilities.As a key member of the senior leadership team, you will be responsible for shaping...


  • London, Greater London, United Kingdom Spaulding Ridge Full time

    Job SummaryWe are seeking a Strategic Financial Planning Leader to join our team at Spaulding Ridge. In this role, you will be responsible for developing and casting the technical vision to internal model building consultants and clients alike.The successful candidate will have experience in Consulting or relevant Financial Reporting and Analysis, with a...