Financial Planning Manager

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.

Financial Planning Manager Requirements

• 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

Financial Planning Manager Benefits

• 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
• Home
  based role with expectation to travel to meet your team of Advisors where
  required
• In addition,
  this role requires your attendance to their office South of Birmingham
  once a fortnight

Locations

Remote based

Call us now on 0208 0044 154 or click Apply

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