Financial Planning Manager

Premier Jobs UK; City Of London; Remote; GBP 60,000 - 70,000; Full time

Job summary

A growing independent financial planning firm is seeking a Financial Planning Manager to lead a team of Financial Advisors. This role involves management responsibilities, ensuring compliance, and delivering training. The ideal candidate will have experience in the financial planning industry along with a Level 4 Diploma and will enjoy a salary of £60,000 to £70,000 plus benefits, including flexible working and a car allowance.

Benefits

Flexible working

Birthday off

Contributory pension scheme

Discretionary annual bonus

Cashback and healthcare benefits

Qualifications

• Experience in managing a team of Financial Advisors.
• Holds Level 4 Diploma in Financial Planning or equivalent.
• Experience with management and T&C responsibilities.

Responsibilities

• Manage team of Financial Advisors and support their targets.
• Ensure compliance and quality service to clients.
• Conduct regular meetings and training for team development.
• Participate in the recruitment of new Advisors.

Skills

Team management

Client relationship management

Compliance adherence

Training and development

Education

Level 4 Diploma in Financial Planning

Equivalent qualification

Job description

Overview

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks.

Responsibilities

• Manage a team of Financial Advisors, providing support to help them achieve and exceed targets.
• Perform management and T&C responsibilities; supervise IFAs to maximise key business opportunities and encourage them to identify new business and clients; ensure Advisors provide quality service to clients; adhere to company compliance guidelines and maintain continuing professional development.
• Deliver regular 1:1 meetings, presentations, workshops and individual training sessions to support development.
• Involve in recruiting new Advisors by participating in the interview process and providing full support to new team members, helping them to achieve CAS status and thrive in the role.
• Travel as required to visit your team of Financial Advisors and attend head office management meetings as part of T&C supervision.
• Hold full Level 4 Diploma in Financial Planning or equivalent to fulfill T&C supervision requirements.

Financial Planning Manager Requirements

• You should have experience as a Manager within the Financial Planning industry, leading a team of Financial Advisors.
• Ideally you should hold your Level 4 Diploma in Financial Planning or equivalent.
• You should have experience of both management and T&C responsibilities.
• You must be comfortable with travelling to undertake your role effectively.

Financial Planning Manager Benefits

• Salary of £60,000 - £70,000 plus £4,800 car allowance per annum.
• Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits etc.
• Remote based role with need for travel to meet Advisers, attend head office etc.

Locations

South of England

Liability and Disclaimer

While Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.