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Financial Planning Manager
Job summary
A national financial planning firm is seeking a Financial Planning Manager to lead a team of Financial Advisors. Responsibilities include supervising Advisors to enhance client service while ensuring compliance, along with recruiting new team members. The ideal candidate should have a Level 4 Diploma in Financial Planning or equivalent and experience in financial planning management. This remote-based role involves travel to meet Advisors and attend meetings, offering a competitive salary and comprehensive company benefits.
Benefits
Qualifications
- Experience as a Manager within the Financial Planning industry.
- Leading a team of Financial Advisors effectively.
- Experience with T&C responsibilities.
Responsibilities
- Supervise Financial Advisors to maximize business opportunities.
- Provide training and support to Advisors for quality service.
- Participate in recruitment and onboarding of new Advisors.
Skills
Education
This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks.
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.
You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business / clients; ensure Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1 s, presentations, workshops and individual training sessions.
In addition, you will be involved in recruiting new Advisors by being involved in the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role.
As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent.
Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings.
- You should have experience as a Manager within Financial Planning industry, leading a team of Financial Advisors.
- Ideally you should hold your Level 4 Diploma in Financial Planning or equivalent.
- You should have experience of both management and T&C responsibilities.
- You must be comfortable with travelling to undertake your role effectively.
- Salary of £60,000 - £70,000 plus £4,800 car allowance pa.
- Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits etc.
- Remote based role with need for travel to meet Advisers, attend head office etc.
Remote based
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.