Financial Planning Manager

ZipRecruiter; Leicester; On-site; GBP 50,000 - 60,000; Full time

Job summary

A respected independent financial advice firm seeks a dynamic Financial Planning Manager to lead business growth initiatives. This role involves executing marketing strategies, managing a team of Financial Planners, and delivering exceptional client service within a collaborative environment.

Benefits

Competitive salary and performance-based incentives

25 days holiday plus bank holidays

Generous non-contributory group pension scheme

Free death in service benefit after probation

Modern offices with kitchen and gym

Opportunities for professional growth and development

Collaborative work environment

Qualifications

• Proven experience in developing marketing strategies within financial services.
• Strong understanding of financial products and services.
• Proficiency in building professional connections.

Responsibilities

• Identify and pursue new business opportunities through networking.
• Lead adviser team in implementing marketing strategies.
• Prepare and present sales reports and performance metrics.

Skills

Leadership

Communication

Negotiation

Data analysis

Education

Level 4 Diploma in Financial Planning

Degree in Business, Finance, Marketing, or related field

Tools

CRM software

Microsoft Office Suite

Job description

Job Title: Financial Planning Manager

Location: Leicester

Salary: up to £60,000 + OTE

Benefits:

• Competitive salary and performance-based incentives
• 25 days holiday plus bank holidays
• Generous non-contributory group pension scheme, commencing after three months of continuous service
• Free death in service benefit after successful completion of probation (subject to qualifying criteria)
• Modern offices with full kitchen, dining facilities, gym, and free parking
• Opportunities for professional growth and development, including support for chartered status
• Collaborative and supportive work environment
• Opportunity to make a significant impact in a respected independent financial advice firm

NJR Recruitment is partnering with a highly regarded firm of Independent Financial Planners known for delivering bespoke, client-focused financial solutions. This firm values integrity and excellence. As part of their growth, they are looking to appoint a dynamic and experienced Financial Advice Manager to lead and develop their sales strategy and team.

Role Overview:

The successful candidate will proactively develop and execute strategic marketing initiatives, focusing on building professional connections and generating new business. They will lead a team of experienced Financial Planners to drive growth and enhance business opportunities.

Key Responsibilities:

• Identify and pursue new business opportunities through professional networking and relationship building.
• Lead by example in implementing marketing and sales strategies with the adviser team.
• Collaborate with marketing, product development, and compliance teams for cohesive strategies.
• Maintain and strengthen relationships with existing clients to ensure satisfaction and retention.
• Assist in recruiting and training new financial advisers.
• Analyze market trends, competitors, and client needs to inform strategies.
• Prepare and present sales reports, forecasts, and performance metrics to senior management.

Essential Qualifications and Skills:

• Proven experience in developing and executing marketing strategies within financial services
• Proficiency in building professional connections
• Level 4 Diploma in Financial Planning or equivalent
• Degree in Business, Finance, Marketing, or related field (advantageous)
• Strong understanding of financial products and services
• Excellent leadership and management skills
• Strong communication, negotiation, interpersonal skills
• Data analysis and trend identification abilities
• Proficiency in CRM software and Microsoft Office Suite

If interested, apply online or contact one of our specialist recruiters quoting reference NJR15769.