Financial Planning Manager
Hybrid | South East England Circa £100,000 + Bonus + Outstanding Benefits
A growing and highly respected wealth management firm is seeking an experienced Financial Planning Manager to lead, develop and inspire a team of Financial Planners across the UK.
This is a senior leadership opportunity for an individual who combines strong technical financial planning knowledge with a genuine passion for coaching advisers, improving client outcomes and driving commercial success.
You'll play a pivotal role in shaping adviser performance, embedding best practice and helping deliver the firm's ambitious growth plans.
The Opportunity
As Financial Planning Manager, you'll work closely with the Executive Team, Compliance and Operations functions to build a high-performing advice culture focused on exceptional client service and outstanding financial planning outcomes.
This is far more than a management role. You'll have the opportunity to influence strategy, support business growth initiatives, enhance adviser effectiveness and contribute to the continued evolution of a modern, forward-thinking wealth management business.
Key Responsibilities
Lead, mentor and develop a team of Financial Planners
Drive adviser performance, client outcomes and business growth
Foster a culture of excellence, accountability and continuous improvement
Support advisers with complex client and technical planning matters
Work closely with Compliance to maintain high advice standards and Consumer Duty outcomes
Monitor KPIs, productivity and pipeline management
Support recruitment, onboarding and development of advisers
Contribute to strategic projects, proposition enhancements and business improvements
Partner with senior stakeholders across the business to deliver ambitious growth objectives
About You
You will have:
A strong background within Financial Planning, Wealth Management or the IFA sector
Previous experience leading, coaching and developing Financial Advisers
Level 4 Diploma qualified (minimum)
Excellent technical knowledge across pensions, investments, retirement planning and tax planning
Strong understanding of FCA regulation and Consumer Du...
Financial Planning Manager Hybrid | South East England Circa £100,000 + Bonus + Benefits in East Boldon employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
