Job Description

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The opportunity

About the Firm:

Kalon Financial Limited is a modern, growing and forward-thinking business with ambitious growth plans. They are a full-service Financial Planning business, offering retirement planning, savings and investments, mortgages, protection products, and a range of insurance services. Their mantra of "enriching lives and futures" stems from their ethos of keeping the clients' financial wellbeing at the heart of everything they do. They are currently looking for a talented Financial Adviser to support with the growth and development of the business.



About the Role:

The opportunity arises at a key time for the firm's growth plans. They are looking for an experienced and driven Head of Financial Planning to lead the development of the advisory team, continue to provide high-quality advice to clients, and build relationships with professional introducers to support business growth.



This is a key leadership role in, suited to a senior adviser who wants to take the next step in their career while still actively advising clients. You will play a central role in shaping the future of the financial planning proposition, ensuring excellence in client outcomes, adviser development, and commercial performance.



The benefits:

A leadership role with the ability to shape the future of the financial planning team

Continued client-facing work with full paraplanning and admin support

Competitive salary and performance-related bonus

Opportunities for progression (where applicable)

Supportive and collaborative team environment

Flexible/hybrid working arrangements



Your responsibilities will include:



1. Adviser Development & Leadership

Mentor, coach, and support the ongoing development of financial planners across the business.

Provide technical guidance, share best practices, and support advisers in improving client outcomes and business performance.

Lead by example in upholding compliance standards, ethical conduct, and client-centric advice.



2. Client Advisory

Continue to manage and grow your own portfolio of private clients, delivering holistic financial planning advice across pensions, investments, protection, and estate planning.

Maintain high levels of client satisfaction and retention, contributing to the firm's reputation and growth.

Ensure all advice is compliant with FCA regulations and internal policies.



3. Professional Connections & Business Development

Build and maintain strong relationships with solicitors, accountants, and other professional introducers to generate new client opportunities.

Represent the firm at networking events, seminars, and professional forums to enhance our presence in the market.

Collaborate with the leadership team to develop and implement strategies for introducer engagement and acquisition.

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What will you need to succeed?

What will you need to succeed?

Level 4 Diploma in Financial Planning (minimum); Chartered or progressing toward Chartered status strongly preferred.

Proven track record as a successful financial planner/adviser within a UK regulated environment.

Strong technical knowledge across all areas of financial planning.

Experience in mentoring or developing other advisers (formally or informally).

Demonstrable ability to develop professional relationships and generate new business.

Excellent communication, interpersonal, and leadership skills.

A client-first mindset, with a focus on long-term relationships and quality advice.



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Why us?

Kalon Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over 22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.



Synonyms: Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Investment Advisor, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning, Pension Adviser