Financial Planning Manager

Searchandselect; Douglas; On-site; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Excellent remuneration

Job summary

Our client, a leading independent financial services company, seeks an experienced Financial Planning Manager / Adviser to join their team on a full-time basis in the Isle of Man. The role covers personal and corporate financial planning, with comprehensive client portfolio management and regulatory compliance under Isle of Man RDR.

Key requirements include a Level 4 qualification (CII, CISI, IFS or similar) and demonstrated adviser competence.

Qualifications

• Level 4 qualification required (CII, CISI, IFS or similar) and adviser competence to meet Isle of Man RDR regulations.
• Proven track record in delivering regulated financial advice.
• Ambitious and committed to providing a high level of customer service.

Responsibilities

• Develop and manage a portfolio of clients covering personal and corporate advice in all areas of financial planning.
• Provide advisory services in all areas of financial planning while ensuring regulatory compliance.

Skills

Level 4 qualification

Adviser competence

Isle of Man RDR

Education

Level 4 qualification CII/CISI/IFS

Job description

Our client seeks an experienced and pro‑active, fully qualified Financial Planning Manager / Adviser to join their leading independent financial services company.

As Financial Planning Manager you will develop and manage a portfolio of clients covering all aspects of the industry, including personal and corporate advice in all areas of financial planning.

Key Skills and Experience:

• Level 4 qualification CII, CISI, IFS or similar and demonstrate adviser competence to meet with Isle of Man RDR regulations. Ideally, working towards a higher, level 6 qualification.
• Proven track record in delivering regulated financial advice.
• Ambitious and committed to providing a high level of customer service.

They take pride in their business culture and are committed to supporting employees with consistent professional development and excellent remuneration.

Quote job ref: 16872

Our client seeks an experienced and pro‑active, fully qualified Financial Planning Manager / Adviser to join their