Financial Planning Manager

RGH - Global Ltd; Newbury; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the UK is seeking an experienced Financial Planning Manager to lead a team of skilled planners and enhance collaboration. The role combines leadership with hands-on financial planning, contributing to business growth and client satisfaction. Ideal candidates will have experience managing financial planners and hold Charter Financial Planner status or be working towards it.

Benefits

Competitive salary package

Comprehensive benefits

Flexibility

Qualifications

• Demonstrable experience managing or leading financial planners.
• Chartered Financial Planner status (or working towards it) with a strong background in holistic financial advice.
• Confidence in using cash flow modelling tools and working alongside technical specialists.
• A solid foundation as a Financial Planner; an existing client portfolio would be a bonus.
• A proactive, hands-on mindset, with a genuine passion for helping people succeed both clients and colleagues.

Responsibilities

• Lead, coach, and develop a team of financial planners to achieve excellence in client delivery.
• Oversee paraplanning activities and coordinate effectively with support teams.
• Support planners in growing and maintaining strong client relationships.
• Represent the planning teams perspective at senior level.
• Contribute to business growth through your planning expertise.

Skills

Financial Planning

Planning

Job description

Job Title and Location

Financial Planning Manager — Remote (with occasional travel to Berkshire)

Our client is looking for an experienced Financial Planning Manager to guide a group of skilled planners, enhance collaboration across departments, and help shape the next phase of growth for an ambitious, client-focused business.

This role is ideal for someone who enjoys combining leadership with hands-on financial planning, mentoring others, and playing a pivotal role in driving both performance and client satisfaction.

Key responsibilities

• Lead, coach, and develop a team of financial planners to achieve excellence in client delivery.
• Oversee paraplanning activities (via the Head of Paraplanning) and coordinate effectively with support teams.
• Support planners in growing and maintaining strong client relationships, ensuring a consistently high standard of advice and service.
• Represent the planning teams perspective at senior level, helping influence business direction.
• Contribute to business growth through your own planning expertise and client engagement.

About you

We’re looking for someone who brings both technical ability and strong people leadership. You’ll have:

• Demonstrable experience managing or leading financial planners.
• Chartered Financial Planner status (or working towards it), with a strong background in holistic financial advice.
• Confidence in using cash flow modelling tools and working alongside technical specialists.
• A solid foundation as a Financial Planner; an existing client portfolio would be a bonus.
• A proactive, hands-on mindset, with a genuine passion for helping people succeed both clients and colleagues.

About the organisation

This is an opportunity to join a forward-thinking financial planning firm that believes in more than just delivering good advice—it’s about helping clients bring their ambitions to life. The team prides itself on collaboration, professionalism, and a genuine focus on doing the right thing for every client.

Their approach combines personal service with structured, strategic planning designed to protect and grow wealth for future generations.

What’s on offer

• Lead a talented, motivated team within a respected, values-led firm.
• Play a key role in shaping the direction of the planning function and wider business strategy.
• Join a culture that values initiative, trust, and collaboration.
• Enjoy a competitive salary package with comprehensive benefits and flexibility.

Required Skills

• Financial Planning
• Planning