North Oak Recruitment is seeking a Financial Services Planning Manager in the Leicester area. The role leads the adviser team, drives sales performance, and ensures compliance with regulatory standards while delivering client-focused financial solutions.
The successful candidate will be CII Diploma level 4 qualified, likely with a proven track record as a Financial Adviser, and able to manage risk, develop people, and build strong client outcomes.
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Financial Services Planning Manager: Lead Adviser Team in East Leake 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.
