An exciting opportunity has arisen for an experienced Financial Planning Manager to join a fast-growing Financial Planning and Wealth Management business in London.
The organisation has expanded significantly in recent years, including through a number of acquisitions, and continues to pursue ambitious growth plans. They are now seeking an experienced manager to take responsibility for leading, managing and developing a team of around 20 Financial Planners.
This is a senior leadership position rather than an individual adviser role. The successful candidate will focus on adviser performance, people development, advice quality, client outcomes and commercial performance, while helping to create a high-performing and collaborative Financial Planning function.
Key Responsibilities
- Lead, motivate, coach and develop a team of Financial Planners
- Set clear objectives and manage adviser performance through regular 1:1s, reviews and development discussions
- Drive a high-performance culture focused on excellent client outcomes and commercial success
- Support advisers with complex client scenarios and technical planning matters
- Monitor adviser performance against agreed KPIs and business objectives
- Drive improvements in productivity, efficiency and client servicing
- Support the achievement of team revenue and profitability targets
- Work closely with Compliance to maintain high standards of advice and Consumer Duty outcomes
- Support the successful integration of acquired businesses and adviser teams
- Encourage business development, effective pipeline management and cross-referral opportunities
- Work collaboratively with Operations, Compliance and the Executive Team on strategic and business improvement initiatives
Candidate Requirements
Candidates should have a strong background within Financial Planning, Wealth Management or the IFA market, with proven experience of managing and developing Financial Advisers.
You should also possess:
- Minimum Level 4 Diploma in Regulated Financial Planning or equivalent
- At least five years’ relevant Financial Planning/Wealth Management experience
- Proven leadership, coaching and people-management experience
- Strong technical knowledge across pensions, investments, retirement planning and personal taxation
- A good understanding of FCA requirements and Consumer Duty
- Strong commercial awareness and the ability to drive adviser performance
- Excellent communication, stakeholder management and relationship-building skills
Package & Working Arrangements
The role is City of London based, offering flexible hybrid working with approximately 2–3 days per week in the office, alongside some travel to other offices and adviser locations when required.
Salary up to £90,000 (potential flexibility) plus bonus of up to 20% and an excellent benefits package, including 25 days’ holiday plus bank holidays and additional Christmas closure days, 6% employer pension contribution, income protection, life assurance and further benefits.
This is an excellent opportunity for an experienced Financial Planning leader who enjoys coaching and developing advisers and wants to play an influential role within an ambitious and expanding Wealth Management business.
Financial Planning Manager in London employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
