Financial Planning Manager | Lead & Develop Adviser Team

Recruit UK

England

Sur place

GBP 90 000

Plein temps

14 jours+

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Un CV et une lettre de motivation personnalisés, prêts à envoyer.

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Avantages offerts par ce poste

Salary up to £90,000 + bonus (OTE £110,000 +)
Pension & Protection
26 days annual leave + bank holidays
Option to buy 5 extra holidays
Professional development support and membership fees covered

Résumé du poste

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. The role involves driving performance, managing recruitment, and collaborating with clients to deliver robust financial solutions. Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. The position offers a competitive salary up to £90,000 plus bonuses and excellent benefits including professional development support.

Qualifications

  • Minimum of 3 years’ experience in a Financial Advice role.
  • Strong knowledge of FCA framework and its operational impact.
  • Ability to identify cross-referral opportunities.

Responsabilités

  • Lead and manage a team of advisers aligning with commercial goals.
  • Collaborate with clients to deliver robust solutions.
  • Build and maintain relationships with stakeholders.

Connaissances

Performance management
Client relationship building
Training and development
Understanding of FCA framework

Formation

Level 4 Diploma in Financial Planning (CII, LIBF or CISI)

Description du poste

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. The role involves driving performance, managing recruitment, and collaborating with clients to deliver robust financial solutions. Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. The position offers a competitive salary up to £90,000 plus bonuses and excellent benefits including professional development support.
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