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- Tasks: Lead a team of Financial Planners and provide advice to new clients.
- Company: Join a well-established firm with a strong reputation in financial planning.
- Benefits: Enjoy a competitive salary, OTE bonus, and a supportive work environment.
- Why this job: This role offers career growth, team leadership, and the chance to make an impact.
- Qualifications: Must have Level 4 Diploma in Financial Advice and three years' experience.
- Other info: Opportunity to build and lead a high-performing team.
The predicted salary is between 54000 - 84000 £ per year.
Job Description
Financial Planning Manager – New Clients\\nLocation: Southampton\\nWe’re looking for an experienced Financial Planner with management experience to lead and support a team of advisers focused on onboarding new clients. If you’re passionate about delivering great financial advice, coaching others, and driving success, this could be the role for you.\\nWhat You’ll Be Doing\\n * Managing a team of Financial Planners, helping them develop and succeed.\\n * Providing financial planning advice to new clients via remote channels.\\n * Ensuring the team meets performance and advice standards.\\n * Coaching and mentoring advisers with varying levels of experience.\\n * Recruiting and expanding the team as we grow.\\nWhat We’re Looking For\\n✔️ Level 4 Diploma in Financial Advice (essential).\\n✔️ At least three years' experience as a Financial Planner, with a proven track record in onboarding new clients.\\n✔️ Strong leadership skills – you know how to motivate, coach, and develop a team.\\n✔️ A results-driven mindset with experience in advice, sales, and client relationship management.\\n✔️ Based within a commutable distance of Southampton (or willing to relocate).\\nWhat’s On Offer?\\n * A salary to £75,000 + OTE bonus at £50,000 + benefits\\n * This is a fantastic opportunity to join a well-established firm with a strong reputation in the financial planning sector. You’ll benefit from:\\n * A fully supported role, with leads provided, a dedicated support team, and in-house paraplanning.\\n * A collaborative and professional environment where you can develop your career.\\n * The chance to build and lead a high-performing team.\\nIf you’re a high-performing Financial Planner with leadership skills, we’d love to hear from you.
Apply now and take the next step in your career
Financial Planning Manager - New Clients employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager - New Clients
✨Tip Number 1
Make sure to highlight your leadership experience in previous roles. Since this position requires managing a team of Financial Planners, showcasing specific examples of how you've motivated and developed others will set you apart.
✨Tip Number 2
Familiarize yourself with the latest trends in financial planning and client onboarding. Being able to discuss these topics during your interview will demonstrate your passion for delivering great financial advice and staying ahead in the industry.
✨Tip Number 3
Prepare to discuss your results-driven mindset by sharing quantifiable achievements from your past experiences. Whether it's client retention rates or successful onboarding processes, concrete numbers can make a strong impression.
✨Tip Number 4
Network with professionals in the financial planning sector, especially those who have experience in onboarding new clients. They might provide valuable insights or even refer you to opportunities within their organizations.
We think you need these skills to ace Financial Planning Manager - New Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, especially your track record in onboarding new clients. Emphasize your leadership skills and any relevant qualifications, such as the Level 4 Diploma in Financial Advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to coach and develop a team. Mention specific examples of how you've successfully managed teams and driven results in previous roles.
Highlight Relevant Experience: In your application, clearly outline your experience in client relationship management and sales. Use metrics or specific achievements to demonstrate your results-driven mindset and effectiveness in previous positions.
Show Enthusiasm for the Role: Convey your excitement about the opportunity to lead a team and provide financial advice to new clients. Make it clear why you are interested in this specific role and how you align with the company's values and goals.
How to prepare for a job interview at AMG Search
✨Showcase Your Leadership Skills
As a Financial Planning Manager, demonstrating your leadership abilities is crucial. Prepare examples of how you've successfully motivated and developed teams in the past, especially in onboarding new clients.
✨Highlight Your Financial Planning Expertise
Make sure to discuss your experience as a Financial Planner, particularly your track record with new client onboarding. Be ready to share specific strategies you used to ensure client satisfaction and retention.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle various client situations. Think of scenarios where you had to coach an adviser or resolve a client issue, and explain your approach.
✨Demonstrate Your Results-Driven Mindset
Be prepared to discuss your achievements in terms of performance metrics. Share how you have contributed to sales growth or improved client relationships, as this aligns with the company's focus on results.
