Financial Planning Manager

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Planning Manager to lead a team in London. This role emphasizes leadership, client relationship management, and business development, ensuring high performance and market-leading service delivery. The ideal candidate will possess extensive experience in financial planning and a solid understanding of the advisory process. Join a forward-thinking team that values diversity and innovation, and play a crucial role in shaping the future of financial planning while enjoying a competitive benefits package.

Benefits

26 days holiday

Incentive scheme participation

10% non-contributory pension scheme

Private Medical Insurance

Life Assurance: 4x salary

Income Protection: 75% salary after 26 weeks

Qualifications

• Proven experience in financial services advice and knowledge of investments.
• Technical competence in advice, compliance, and understanding of the market.

Responsibilities

• Oversee a team of Financial Planners and manage business development.
• Ensure compliance with regulations and foster a culture of service excellence.

Skills

Financial Planning

Sales Management

Client Relationship Management

Compliance Knowledge

Business Development

Leadership

Education

Degree in Finance or related field

Job description

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What the Hiring Manager Says

At Quilter Cheviot Financial Planning, we are continuing to grow and develop our financial planning capability. As we welcome new Financial Planners, we have the opportunity to shape the future of our region and the wider QCFP business.

We are seeking a dynamic leader to support Financial Planners with our organic growth strategy, from recruitment and onboarding to training, coaching, and development. We want a people leader committed to motivating and developing planners to drive high performance and deliver a market-leading service to our clients, ensuring the most suitable client outcomes.

Financial Planning Manager - London

About the Role

Level: 5

Department: Quilter Cheviot Financial Planning (QCFP)

Location: London

Contract type: Permanent

Due to expansion and growth, Quilter Cheviot Financial Planning is recruiting a Financial Planning Manager to work with our dynamic and forward-thinking team.

The Financial Planning Manager will oversee a team of Financial Planners responsible for servicing, retention, and new business development.

The role emphasizes leadership, management, and development of Financial Planners, supporting business growth, and delivering advice directly to clients.

The ideal candidate will have demonstrable experience in Financial Planning and managerial experience within wealth or asset management, with a solid understanding of the end-to-end advisory process in private client markets.

The role includes the following duties:

• Sales Management
• Managing a team of Financial Planners
• Ensuring profitability and business plan alignment
• Overseeing relationships with QC Investment Managers
• Planning joint initiatives for business development
• Supporting local initiatives and events
• Monitoring business production and client contact strategies
• Managing employment arrangements and performance appraisals
• Developing the team to meet high advice standards
• Coaching client meetings for performance and client experience improvements
• Analyzing and reporting Management Information (MI)
• Supporting recruitment and professional development of Financial Planners

People & Leadership

• Exemplifying leadership and company values
• Managing regional Financial Planner teams
• Contributing to cross-group initiatives
• Developing colleagues and nurturing talent
• Collaborating with the regional leadership team
• Promoting diversity in the workforce

Relationship Management

• Building internal and external relationships based on trust
• Mentoring others in relationship building
• Resolving operational issues fairly

Continuous Improvement

• Fostering a culture of service excellence and innovation
• Ensuring compliance with The Consumer Duty and FCA regulations

Technical Competencies

• Knowledge of sales management, client advice, and supporting systems
• Understanding of compliance, training, and regulatory requirements
• Market and industry awareness

Behavioral Competencies

• Leadership and motivation
• Problem-solving and proactive action

About You

We encourage applications from diverse backgrounds. If you feel you don't match the job description exactly, apply anyway—your unique skills could be what we need.

You should have proven experience in financial services advice, with knowledge of investments, linked products, collective schemes, insurance, or employee benefits. Technical competence in advice, compliance, and understanding of the market are essential. Skills in client relationships, business development, compliance, change management, and industry insight are also required.

#LI-VS1 #QC #QCFP

Core Benefits

• Holiday: 26 days
• Incentive scheme participation based on company performance
• 10% non-contributory pension scheme, with options to increase contributions
• Private Medical Insurance (single cover, optional upgrade)
• Life Assurance: 4x salary, optional increase
• Income Protection: 75% salary after 26 weeks

Additional flexible benefits are available via salary deduction.