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- Tasks: Lead a team of Financial Planners to deliver exceptional client experiences and drive performance.
- Company: Attivo is a privately owned firm focused on transparent, client-centric financial planning.
- Benefits: Enjoy a salary up to £85,000, flexible working, private medical insurance, and generous holidays.
- Why this job: Join a high-performance culture that values continuous development and promotes from within.
- Qualifications: Diploma in Regulated Financial Planning required; experience in leading teams and achieving targets essential.
- Other info: Be part of a company recognised as one of the Best Financial Advisers to Work For 2025.
The predicted salary is between 68000 - 102000 £ per year.
Join to apply for the Financial Planning Manager – South role at Attivo 4 days ago Be among the first 25 applicants Join to apply for the Financial Planning Manager – South role at Attivo Get AI-powered advice on this job and more exclusive features. This range is provided by Attivo . Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Attivo Passionate about all things talent & reward, helping to secure and retain top talent within Wealth Management We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients’ lifestyle needs. Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people – because when our people thrive, so do our clients. We’re proud to have been named one of the Professional Adviser’s Best Financial Advisers to Work For 2025. About the role: As a Financial Planning Manager, you will lead a team of Financial Planners to deliver an outstanding client experience in line with our Lifestyle Financial Planning proposition. You’ll play a key role in driving performance, improving processes, and ensuring high standards of advice and service. A core part of the role is developing and coaching less experienced Financial Planners, creating a strong talent pipeline and supporting progression towards Chartered and Fellow status. You’ll work closely with Regional Directors and central teams to share best practice, embed operational efficiency, and help deliver Attivo’s ambitious growth plans. You’ll be a visible leader, supporting Planner performance and income delivery, identifying development needs, and ensuring compliance with regulatory standards – all while upholding our values and championing a high-trust, high-performance culture. About you: You’re an experienced leader who understands what good looks like in financial planning – and how to bring out the best in others. You’ve successfully managed teams and delivered results, but you’re just as passionate about developing talent as you are about hitting targets. You’re confident working with a range of stakeholders, able to influence, inspire and challenge where needed. You’re commercially minded, client-focused, and energised by creating an environment where planners can succeed and grow. You’re likely to hold the Diploma in Regulated Financial Planning and be working towards Chartered status. You understand the importance of quality, compliance and culture – and you’re ready to make a difference in a firm that values long-term thinking and long-term people. Key Responsibilities include: Lead and inspire a team of Financial Planners to deliver exceptional client outcomes and a consistent service proposition. Coach and develop less experienced planners, creating clear progression pathways and supporting their journey to Chartered and Fellow status. Drive team performance to meet income targets, KPIs and quality standards. Collaborate with Regional Directors and support teams to share best practice and ensure joined-up service delivery. Monitor advice activity, ensure regulatory compliance, and uphold the highest professional standards. Support the recruitment, onboarding, and integration of new planners and acquisition teams. Provide insightful performance reporting to leadership and contribute to strategic planning. Foster a high-trust, high-performance culture that reflects Attivo’s values and commitment to continuous improvement. Champion technology adoption to improve efficiency and free up time for meaningful client engagement. Essential skills and experience: Diploma in Regulated Financial Planning (Level 4) Proven experience in leading or managing a team of Financial Planners Strong coaching and mentoring skills, particularly with less experienced professionals Track record of achieving revenue targets and delivering KPIs High level of business acumen and strategic thinking Strong organisational, communication and leadership skills Desirable skills and experience: Chartered or working towards Chartered Financial Planner status Supervisory qualifications (e.g. J07 or AF6) Experience with Intelliflo and cashflow modelling tools Knowledge of T&C frameworks and professional development pathways Salary and benefits: Up to £85,000 depending on experience and qualifications. Non-contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Management Referrals increase your chances of interviewing at Attivo by 2x Get notified about new Financial Planning Manager jobs in London Area, United Kingdom . 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Financial Planning Manager - South employer: Attivo
Contact Detail:
Attivo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager - South
✨Tip Number 1
Familiarise yourself with Attivo's values and culture. They pride themselves on transparency and client focus, so be prepared to discuss how your leadership style aligns with these principles during any conversations.
✨Tip Number 2
Highlight your coaching and mentoring experience. Since the role involves developing less experienced Financial Planners, think of specific examples where you've successfully guided others in their professional growth.
✨Tip Number 3
Prepare to discuss your approach to driving team performance. Be ready to share strategies you've implemented in the past that have led to achieving revenue targets and improving service quality.
✨Tip Number 4
Network with current or former employees of Attivo if possible. Gaining insights into their experiences can provide you with valuable information to tailor your discussions and demonstrate your genuine interest in the company.
We think you need these skills to ace Financial Planning Manager - South
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and team leadership. Use specific examples that demonstrate your ability to drive performance and develop talent, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your commitment to client service. Mention how your values align with Attivo's culture of transparency and high performance, and provide examples of how you've successfully managed teams.
Highlight Relevant Qualifications: Clearly state your qualifications, such as the Diploma in Regulated Financial Planning and any progress towards Chartered status. This will show that you meet the essential criteria for the role and are committed to professional development.
Showcase Leadership Skills: Emphasise your leadership experience by detailing how you've coached and developed less experienced planners. Provide examples of how you've driven team performance and contributed to a high-trust culture, which is crucial for this position.
How to prepare for a job interview at Attivo
✨Showcase Your Leadership Skills
As a Financial Planning Manager, you'll be expected to lead a team. Be prepared to discuss your previous leadership experiences, how you've motivated teams, and the strategies you've used to drive performance. Use specific examples to illustrate your points.
✨Demonstrate Coaching Abilities
Highlight your experience in coaching and developing less experienced planners. Discuss how you've created progression pathways for your team members and any success stories that showcase your mentoring skills.
✨Understand Attivo's Values
Familiarise yourself with Attivo's commitment to transparency, client focus, and high-performance culture. Be ready to explain how your personal values align with theirs and how you can contribute to maintaining this culture.
✨Prepare for Regulatory Discussions
Given the importance of compliance in financial planning, be prepared to discuss your understanding of regulatory standards and how you've ensured compliance in your previous roles. This will demonstrate your commitment to upholding professional standards.
