Financial Planning Manager

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

Job summary

A forward-thinking financial planning firm in the United Kingdom is seeking an experienced Financial Planning Manager to lead a team of planners. The ideal candidate will combine hands-on financial planning with leadership, enhancing client relationships and contributing to business growth. This position offers a competitive salary package, comprehensive benefits, and a flexible working environment.

Benefits

Competitive salary package

Comprehensive benefits

Flexibility in work environment

Qualifications

• Demonstrable experience managing or leading financial planners.
• Strong background in holistic financial advice.
• Ability to contribute to business growth through planning expertise.

Responsibilities

• Lead, coach, and develop a team of financial planners.
• Oversee paraplanning activities and coordinate with support teams.
• Support planners in strengthening client relationships.
• Influence business direction from the planning team's perspective.

Skills

Leadership skills

Financial planning expertise

Confidence in using cash flow modelling tools

Proactive mindset

Education

Chartered Financial Planner status (or working towards it)

Job description

Financial Planning Manager

Location : 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

In this leadership role, you will :

• 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 team’s perspective at senior level, helping influence business direction.
• Contribute to business growth through your own planning expertise and client engagement.

About you

Were looking for someone who brings both technical ability and strong people leadership. Youll 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 its 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.

Whats 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.