Regional Financial Planning Manager

IDEX Consulting; Carlisle; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable wealth management practice in Carlisle is seeking a Regional Financial Planning Manager to lead a team dedicated to providing exceptional financial advice. The ideal candidate will possess a Level 4 qualification and experience managing advisors in an IFA environment. This role offers a competitive salary, flexible working options, and a commitment to professional development within a supportive organization.

Benefits

Competitive salary

Bonus structure

Career development initiatives

Flexible working options

Qualifications

• Proven experience in providing financial advice in an IFA environment.
• Experience managing and training a team of advisors.

Responsibilities

• Deliver independent financial planning advice to clients.
• Lead and manage a team of Financial Planners.
• Ensure high quality ongoing advice for all clients.
• Contribute to the strategy and operations of the financial planning team.

Skills

Independent financial planning advice

Team management

Performance management

Coaching and support

Education

Level 4 qualification

Job description

My client is currently looking for Regional Financial Planning Manager to join their team in the Lake District.

The overall purpose of this role is to provide financial planning advice and solutions to clients, delivering high quality advice and service, whilst leading a team of Financial Planners.

The Role

• Provide independent financial planning advice to new and existing clients
• Leading and supervising/managing a team of Financial Planners in terms of both performance management and training & competence
• Ensuring high quality advice is given by all team members and ensuring support is provided where required
• Identifying training/coaching needs of team members and providing coaching and support where appropriate
• Leading the recruitment process when required for new team members
• Actively contributing to the strategy and day to day running of the financial planning team
• Ensuring high quality ongoing advice is provided to all review clients
• Identifying opportunities to refer clients to the wide business
• Maintaining and developing technical knowledge relevant to role
• Building and maintaining business relationships with key potential introducers

The Candidate

• Level 4 qualified
• Experience of giving advice and managing of a team of Advisors in an IFA environment

Why you should apply:

• This is an opportunity to join a well-established wealth management practice with a supportive professional services practice that has significant lead opportunity
• Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region
• Competitive starting salary, bonus structure and package
• Flexible working, with structured career and professional development initiatives.

This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market.

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]

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