Financial Planning Manager

ZipRecruiter; Reading; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial planning firm is seeking a Financial Planning Manager to lead a team of Financial Advisors. The role includes management and training responsibilities while supporting team members to achieve their targets. This position offers the chance to work in a growing organization with potential for advancement.

Responsibilities

• 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.

Job description

Overview

This Financial Planning Manager job provides opportunity to join a independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks.

Responsibilities

• 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.