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- Tasks: Lead a team of Financial Advisors and support them in achieving their targets.
- Company: A growing national independent financial planning firm with a strong reputation.
- Benefits: Competitive salary, performance bonuses, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and strong leadership skills.
- Other info: Exciting growth opportunities in a supportive and collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
This Financial Planning Manager job provides the 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.
Financial Planning Manager in Birmingham employer: Confidential
Contact Detail:
Confidential Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience managing teams and supporting Financial Advisors can help the firm achieve its goals. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and get to know you better. Plus, it shows you're serious about joining our growing team in the financial planning sector.
We think you need these skills to ace Financial Planning Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Manager role. Highlight your experience in managing teams and supporting Financial Advisors, as well as any relevant qualifications or achievements that align with our firm's goals.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've helped teams achieve their targets and how your management style aligns with our values at StudySmarter.
Showcase Your Skills: Don’t forget to showcase your skills in financial planning and team management. Use clear examples to demonstrate how you’ve successfully led teams and contributed to their growth, which is key for us as we continue to expand.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Confidential
✨Know Your Numbers
As a Financial Planning Manager, it's crucial to be well-versed in financial metrics and KPIs. Brush up on the latest trends in financial planning and be ready to discuss how you can help the team achieve their targets using data-driven strategies.
✨Showcase Your Leadership Skills
Since you'll be managing a team of Financial Advisors, prepare examples that highlight your leadership style. Think about times when you've motivated a team or resolved conflicts, and be ready to share these stories during the interview.
✨Understand the Firm's Growth Strategy
Research the firm’s recent acquisitions and growth plans. Being able to discuss how you can contribute to their expansion will show that you're genuinely interested in the role and understand the company's direction.
✨Prepare for T&C Questions
Given the T&C responsibilities in this role, be prepared to discuss compliance and regulatory issues. Familiarise yourself with relevant regulations and think about how you would ensure your team adheres to them while still achieving their goals.
