Homebased Financial Planning Manager – Lead & Grow Team

Quilter; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in the UK is seeking a Financial Planning Manager to lead a team in delivering exceptional financial advice and client service. The role focuses on managing customer relationships and expanding the team's capabilities. Candidates should have previous experience in financial services, a Level 4 Diploma in Financial Advice, and strong mentoring skills. This position will significantly contribute to the growth and success of the Advice Hub, offering a collaborative work environment and excellent core benefits.

Benefits

Holiday: 26 days

Pension Scheme

Private Medical Insurance

Income Protection

Qualifications

• Track record in financial services in a management or senior advisory position.
• Experienced in regulated financial advice.
• High energy and drive with a results-focused approach.

Responsibilities

• Lead a team of Financial Planners in achieving client relationship goals.
• Deliver ongoing servicing and grow relationships with existing customers.
• Coach and mentor Financial Planners to ensure delivery of advice standards.

Skills

Advice/sales

Client relationship management

Coaching/mentoring skills

Relevant business development experience

Leading/managing people

Education

Level 4 Diploma in Financial Advice

Job description

A leading wealth management firm in the UK is seeking a Financial Planning Manager to lead a team in delivering exceptional financial advice and client service. The role focuses on managing customer relationships and expanding the team's capabilities. Candidates should have previous experience in financial services, a Level 4 Diploma in Financial Advice, and strong mentoring skills. This position will significantly contribute to the growth and success of the Advice Hub, offering a collaborative work environment and excellent core benefits.