Financial Planning Manager

Recruit UK; England; On-site; GBP 90,000; Full time

Benefits offered by this job

Salary up to £90,000 + bonus (OTE £110,000 +)

Pension & Protection

26 days annual leave + bank holidays

Option to buy 5 extra holidays

Professional development support and membership fees covered

Job summary

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. The role involves driving performance, managing recruitment, and collaborating with clients to deliver robust financial solutions. Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. The position offers a competitive salary up to £90,000 plus bonuses and excellent benefits including professional development support.

Qualifications

• Minimum of 3 years’ experience in a Financial Advice role.
• Strong knowledge of FCA framework and its operational impact.
• Ability to identify cross-referral opportunities.

Responsibilities

• Lead and manage a team of advisers aligning with commercial goals.
• Collaborate with clients to deliver robust solutions.
• Build and maintain relationships with stakeholders.

Skills

Performance management

Client relationship building

Training and development

Understanding of FCA framework

Education

Level 4 Diploma in Financial Planning (CII, LIBF or CISI)

Job description

Recruit UK is supporting a successful multi-office professional advisory company that is hiring a Financial Planning Manager to join their team.

Having built an excellent reputation for client service, they have Ambitious expansion plans in place, and are looking for this key hire to help drive the growth of their Financial Planning team.

If you thrive on training, developing and managing advisers to achieve their goals, and are looking for a role where you can make an impact, then this could be the perfect opportunity for you.

Key Responsibilities

• Lead and manage a team of advisers with a focus on performance, training & competence, in alignment with commercial goals
• Lead recruitment for new team members
• Collaborate with clients to understand objectives and deliver robust solutions
• Provide high-quality ongoing advice private clients
• Build and maintain relationships with internal/external stakeholders to drive growth
• Identify client referral opportunities to other parts of the business
• Contribute to the strategy and daily operations

Qualifications

• Level 4 Diploma in Financial Planning (CII, LIBF or CISI)
• 3+ years' experience in a Financial Advice role
• Strong knowledge of the FCA framework and its operational impact
• Understanding of accountancy services (ability to identify cross-referral opportunities)
• Ability to travel between regional offices across Cumbria

Benefits

• Salary up to £90,000 + bonus (OTE £110,000 +)
• Pension & Protection
• 26 days annual leave + bank holidays
• Option to buy 5 extra holidays
• Professional development support and membership fees covered