North Oak Recruitment seeks a Financial Services Planning Manager for a Leicester-based role. You will lead a team of IFA professionals, drive performance, and ensure compliant, client-focused outcomes.
The successful candidate will hold a Level 4 Diploma in Financial Planning (or equivalent) with experience in investments, pensions and insurance and strong leadership and communication skills. Salary is negotiable up to £65,000 depending on experience, plus benefits, with opportunities for
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Financial Services Planning Manager — Lead IFA Team in Coventry employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
