North Oak Recruitment Ltd is assisting a respected independent financial advisory firm in Leicester to recruit a Financial Services Planning Manager. The role leads the adviser team, improves performance, and ensures compliant operations aligned with business goals.
The candidate will hold a Level 4 Diploma in Financial Planning, have a proven IFA leadership record, and be capable of developing client-focused outcomes. Salary negotiable up to £65,000 plus benefits.
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Lead Financial Advisory & Planning Manager employer: North Oak Recruitment Ltd
As a growing independent financial planning company based in Nottinghamshire, we pride ourselves on fostering a supportive and professional work environment that prioritises client-focused service. Our commitment to employee development is evident through comprehensive training and clear career progression opportunities within the wealth management sector, making us an excellent employer for those looking to build a meaningful career in financial services.
