Financial Planning Manager | Lead & Develop Adviser Team

Recruit UK; England; On-site; GBP 90,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

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

Skills

Performance management

Client relationship building

Training and development

Understanding of FCA framework

Education

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

Job description

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.