Financial Planning Manager

Solid Recruitment; Crowborough; On-site; GBP 80,000 - 85,000; Full time

Job summary

A leading recruitment agency in Brighton is looking for a Financial Planning Manager to lead a high-performing advice team. The manager will oversee client relationships and business strategies while ensuring compliance with FCA regulations. Ideal candidates should possess excellent communication and leadership skills, a Diploma Level 4 qualification, and experience in building client books. This role offers a competitive salary and excellent benefits.

Benefits

Excellent benefits package

OTE £120k

Senior leadership role with influence

Qualifications

• Proven experience building profitable client books.
• Strong client relationship skills.
• Organised, adaptable & solutions-driven.

Responsibilities

• Lead and coach financial planners.
• Manage and grow an existing client book.
• Identify and convert new business opportunities.
• Develop strategies to improve efficiency and client outcomes.
• Collaborate with the CEO and senior leadership team.

Skills

Excellent communication, leadership & management skills

Building profitable client books

Strong relationships with professionals

Ability to recruit, lead & motivate teams

Budget creation & accurate forecasting expertise

Performance management & tracking against targets

Strong business knowledge & commercial acumen

Skilled in project & financial management

Collaborative approach with cross-functional teams

Education

Diploma Level 4 Qualified

Job description

Overview

Role: Financial Planning Manager

Location: Brighton

Position: Full time Permanent

Salary: £85k circa + Excellent Benefits | OTE £140k

Solid Recruitment are seeking a Financial Planning Manager to lead, inspire, and grow a high-performing advice team. This is a chance to make a big impact while managing and developing a client book in a forward-thinking firm.

Responsibilities

• Lead and coach financial planners
• Manage and grow an existing client book
• Identify and convert new business opportunities
• Develop strategies to improve efficiency and client outcomes
• Evolve the firm\'s advice proposition
• Collaborate with the CEO and senior leadership team
• Oversee performance, budgets, and forecasts
• Ensure compliance with FCA regulations

Qualifications

• Excellent communication, leadership & management skills
• Must be Diploma Level 4 Qualified
• Proven experience building profitable client books
• Strong relationships with professionals (e.g. accountants)
• Ability to recruit, lead & motivate teams of varied experience
• Budget creation & accurate forecasting expertise
• Performance management & tracking against targets
• Strong business knowledge & commercial acumen
• Skilled in project & financial management
• Collaborative approach with cross-functional teams

Behaviours We Value

• Positive, inclusive leadership style
• Strong client relationship skills
• Organised, adaptable & solutions-driven
• Confident communicator & presenter

Why Apply?

• Salary £80k circa
• OTE £120k
• Excellent benefits package
• Brighton-based HQ
• Senior leadership role with influence