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For Companies At a Glance
- Tasks: Lead a team of Financial Planners while delivering expert financial advice.
- Company: Join a respected and growing financial planning firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Make a real impact by combining client advice with leadership opportunities.
- Qualifications: Must be a Chartered Financial Planner with proven advisory and leadership experience.
- Other info: This is a remote role with occasional travel to Newbury or Croydon.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Job Title: Chartered Financial Planner / Manager
Location: Remote – Need to be able to get to Newbury or Croydon
Contract: Full-time, Permanent
The Opportunity
I’m working with a highly respected and growing financial planning firm that is looking to appoint an ambitious Chartered Financial Planner / Manager.
This is a rare opportunity for an experienced adviser who wants to combine their technical expertise with leadership. You’ll not only deliver high-quality advice to clients but also manage and develop a team of 8 Financial Planners, helping to shape the future direction of the business.
What’s Involved
- Delivering expert, holistic financial advice across investments, pensions, protection, tax planning, and estate planning.
- Leading, mentoring, and supporting a team of 8 Financial Planners to ensure performance, development, and compliance standards are consistently achieved.
- Acting as a technical and strategic sounding board for your team, while continuing to grow your own client relationships.
- Working closely with senior management to support business growth and enhance client outcomes.
- Ensuring all activity is carried out in line with FCA regulations and company policy.
What You’ll Need
- Chartered Financial Planner status (CII or equivalent).
- A proven track record as a successful Financial Adviser.
- Previous leadership, mentoring, or management experience.
- Strong technical knowledge across pensions, investments, and tax planning.
- Excellent people skills with the ability to inspire and motivate a team.
What’s On Offer
- Competitive salary with bonus potential.
- Comprehensive benefits package, including pension and ongoing professional development.
- A genuine leadership role with clear progression opportunities.
- The chance to make a real impact—balancing client advice with team leadership.
If you’re a Chartered Financial Planner looking for the next step in your career, combining advice with management, please apply today via Reed or get in touch for a confidential discussion.
Chartered Financial Planner/Manager employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner/Manager
✨Tip Number 1
Network with other Chartered Financial Planners and managers in the industry. Attend relevant financial planning events or webinars to connect with professionals who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 2
Showcase your leadership skills by engaging in community or professional groups where you can mentor others. This demonstrates your ability to lead and develop a team, which is crucial for the role of a Chartered Financial Planner/Manager.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance standards will help you stand out as a candidate who can effectively guide both clients and your team.
✨Tip Number 4
Prepare to discuss your approach to client relationships and team management during interviews. Be ready to share specific examples of how you've successfully balanced client advice with team leadership in your previous roles.
We think you need these skills to ace Chartered Financial Planner/Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered Financial Planner status and relevant experience. Emphasise your leadership skills and any previous management roles, as well as your technical knowledge in pensions, investments, and tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and leadership. Mention specific examples of how you've successfully mentored teams or delivered high-quality advice to clients, aligning your experiences with the job description.
Highlight Relevant Qualifications: Clearly list your qualifications, especially your Chartered Financial Planner status. If you have additional certifications or training related to financial planning, include those as well to strengthen your application.
Showcase Your People Skills: In your application, provide examples of how you've inspired and motivated teams in the past. Highlight your excellent people skills and how they have contributed to team performance and client satisfaction.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your in-depth knowledge of investments, pensions, and tax planning. Prepare to discuss specific cases where you've successfully applied your expertise to benefit clients.
✨Highlight Leadership Experience
Since the role involves managing a team of Financial Planners, be ready to share examples of your previous leadership or mentoring experiences. Discuss how you've inspired and motivated your team to achieve their goals.
✨Understand the Company's Vision
Research the financial planning firm thoroughly. Understand their values, mission, and recent developments. This will help you align your answers with their goals and show that you're genuinely interested in contributing to their success.
✨Prepare for Compliance Questions
Given the importance of FCA regulations in this role, anticipate questions related to compliance and ethical standards. Be prepared to discuss how you ensure adherence to these regulations in your practice.
