Financial Planning Manager

Premier Jobs UK; Remote; GBP 60,000 - 80,000; Full time

Job summary

A national independent financial planning firm is looking for a Financial Planning Manager to lead a team of Advisors. This role involves management and T&C responsibilities, ensuring Advisors meet their targets through ongoing support and training. The Manager will also recruit new Advisors and maintain high service standards. Candidates should hold a Level 4 Diploma in Financial Planning and be comfortable with travel. Competitive salary and comprehensive benefits package are offered including remote work options.

Benefits

Flexible working

Option to buy & sell holiday

Birthday off

Social events

Contributory pension scheme

Discretionary annual bonus

Healthcare benefits

Qualifications

• Experience managing a team of Financial Advisors in the Financial Planning industry.
• Full Level 4 Diploma in Financial Planning or equivalent is essential.
• Experience with T&C supervision and responsibilities is required.
• Willingness to travel to meet Advisors and attend management meetings.

Responsibilities

• Supervise a team of Financial Advisors to ensure they meet targets.
• Conduct regular one-on-ones, presentations, and training sessions.
• Assist in recruiting new Advisors and support their development.
• Ensure compliance with company guidelines and quality service is provided.

Skills

Management experience

Financial Planning expertise

T&C responsibilities

Team leadership

Client service quality

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 1:1's, 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 - £80,000 plus £4,800 car allowance pa
• OTE of £80,000 - £120,000
• 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

Remote based, ideally seeking candidates in:

• Sheffield / South Yorkshire
• Manchester / North West
• Birmingham / Midlands