Financial Planning Manager

Premier Jobs UK; City of Westminster; Remote; GBP 60,000 - 70,000; Full time

Job summary

A national independent financial planning firm is seeking a Financial Planning Manager to lead a team of Financial Advisors. This role involves management responsibilities, team support, and T&C supervision. Candidates must have a Level 4 Diploma in Financial Planning and be willing to travel for meetings. An attractive salary and benefits package is offered, including flexible working and additional perks.

Benefits

Flexible working

Option to buy & sell holiday

Birthday off

Social events

Contributory pension scheme

Discretionary annual bonus

Healthcare benefits

Qualifications

• Experience in leading a team of Financial Advisors required.
• Management and T&C experience essential.
• Must be comfortable with travel.

Responsibilities

• Responsible for a team of Financial Advisors.
• Maximize business opportunities for IFAs.
• Recruit and support new Advisors.

Skills

Experience as a Manager in Financial Planning

Team Leadership

T&C responsibilities

Management Skills

Ability to travel

Education

Level 4 Diploma in Financial Planning or equivalent

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

• You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities.
• You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business / clients; ensure Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1\'s, presentations, workshops and individual training sessions.
• In addition, you will be involved in recruiting new Advisors by being involved in the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role.
• As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent.
• Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings.

Qualifications / Requirements

• You should have experience as a Manager within 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

Benefits

• Salary of £60,000 - £70,000 plus £4,800 car allowance pa
• 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

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