Financial Planning Manager

Placements24; Greater London; Hybrid; GBP 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Medical, dental and life insurance

Retirement plan

Professional development and growth

Fully remote work model

Supportive remote team environment

Job summary

Placements24 on behalf of a leading financial advisory firm is seeking an experienced Financial Planning Manager to lead the planning division. The role focuses on developing and delivering comprehensive financial plans for a diverse client base, while managing a team of financial planners and ensuring high-quality client service.

The ideal candidate will hold a CFP designation, have strong leadership skills, and possess extensive knowledge of investment strategies, retirement and estate

Qualifications

• CFP designation required.
• Bachelor's degree in Finance, Economics, Business, or related field required.
• 7+ years in financial planning with 3+ years in management/leadership.
• Proven track record with client relationships and planning teams.
• Knowledge of investment, retirement, tax and estate planning.

Responsibilities

• Lead and mentor a team of financial planners.
• Oversee development and delivery of personalized financial plans.
• Ensure regulatory compliance and industry standards.
• Drive client acquisition and retention strategies.
• Monitor market trends to advise clients effectively.
• Conduct performance reviews and provide feedback.
• Collaborate with investment management and other departments.
• Refine planning processes and best practices.
• Manage senior client relationships and complex needs.
• Contribute to strategic direction of financial planning services.

Skills

Leadership

Client relationships

Strategic planning

Regulatory knowledge

Communication

Team management

Financial planning

Remote leadership

Education

CFP designation

Bachelor's degree in Finance/Economics/Business

Tools

NaviPlan

eMoney

MS Office

Job description

About the Role

Our client, a leading financial advisory firm, is seeking an experienced Financial Planning Manager to lead their planning division in East London . This role requires a strategic leader to oversee the development and execution of comprehensive financial plans for a diverse client base. You will manage a team of financial planners, ensure high-quality client service, and drive the growth of the planning services. The ideal candidate will possess extensive knowledge of investment strategies, retirement planning, tax implications, and estate planning, coupled with strong leadership and client relationship management skills. This position offers a Yes (fully remote) working arrangement, allowing for strategic oversight and team management from anywhere, while still servicing clients and contributing to our client's success in the East London, Eastern Cape region.

Key Responsibilities

• Lead and manage a team of financial planners, providing mentorship and guidance.
• Oversee the development and delivery of personalized financial plans for clients.
• Ensure compliance with all regulatory requirements and industry standards.
• Develop and implement strategies to enhance client acquisition and retention.
• Monitor market trends and economic conditions to advise clients effectively.
• Conduct performance reviews and provide feedback to the financial planning team.
• Collaborate with investment management and other departments to provide holistic solutions.
• Develop and refine financial planning processes and best practices.
• Manage client relationships at a senior level, addressing complex financial needs.
• Contribute to the overall strategic direction of the firm's financial planning services.

Requirements

• Certified Financial Planner (CFP) designation is essential.
• Bachelor's degree in Finance, Economics, Business, or a related field.
• Minimum of 7 years of experience in financial planning, with at least 3 years in a management or leadership role.
• Proven track record of building and managing successful client relationships and planning teams.
• In-depth knowledge of investment management, retirement planning, tax planning, and estate planning.
• Excellent understanding of financial markets, economic factors, and regulatory landscape.
• Strong leadership, communication, and interpersonal skills.
• Proficiency in financial planning software (e.g., NaviPlan, eMoney) and MS Office Suite.
• Ability to work independently and manage a fully remote team effectively.

Benefits

• Competitive annual salary of ZAR.
• Attractive bonus structure based on team and individual performance.
• Comprehensive medical, dental, and life insurance.
• Generous retirement savings plan.
• Significant opportunities for professional development and leadership growth.
• The flexibility and autonomy of a fully remote work model.
• A supportive and collaborative remote team environment.
• Opportunity to shape the future of financial planning for clients in the Eastern Cape .