Financial Planning Manager

Sahasraa Solutions; Leeds; Remote; GBP 60,000 - 70,000; Full time

Job summary

A leading financial planning firm in the UK seeks a Financial Planning Manager to oversee a team of Financial Advisors. Responsibilities include management, training, and support to help Advisors exceed their targets. The ideal candidate will have experience in financial planning management and a Level 4 Diploma in Financial Planning. This remote-based role involves travel to meet team members and attend management meetings. Competitive salary and excellent benefits package offered.

Benefits

Salary of £60,000 - £70,000

£4,800 car allowance

Flexible working

Option to buy & sell holiday

Company social events

Contributory pension scheme

Healthcare benefits

Qualifications

• Experience leading a team of Financial Advisors.
• Management and T&C responsibilities experience.
• Comfortable with required travel.

Responsibilities

• Supervise a team of Financial Advisors to maximize business opportunities.
• Conduct 1:1s, presentations, and training sessions.
• Participate in the recruitment and training of new Advisors.

Skills

Experience as a Manager in Financial Planning

Leadership of Financial Advisors

Comfortable with Travel

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

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.

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 1:1s, 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.

Financial Planning Manager 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
  
  

Financial Planning Manager 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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