Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead the development of a UK wealth management proposition and provide ethical financial planning advice.
- Company: Join a well-established wealth management firm focused on growth and client care.
- Benefits: Enjoy flexible working options, regular salary reviews, and a clear path to directorship.
- Why this job: Be part of a collaborative team where your contributions directly impact success and client relationships.
- Qualifications: Minimum Level 4 qualified; ideally a Chartered or Certified Financial Planner with strong technical knowledge.
- Other info: This is a unique opportunity for equity participation as the business grows.
The predicted salary is between 43200 - 72000 £ per year.
Financial Planning Manager — Help Build and Lead a UK Wealth Management Business (Equity Opportunity)
We are recruiting on behalf of a well-established wealth management business who are now focused on developing its UK wealth management proposition as part of its next phase of growth.
This is a rare opportunity for a skilled and ambitious Financial Planning Manager to take ownership of the UK proposition, with a clear pathway to directorship in the short term and the potential for equity participation in the near future.
The Opportunity
- Take a leading role in developing and delivering a UK wealth management proposition built on integrity, professionalism, and long-term client care.
- Join a small, collaborative team where your contribution will directly influence the success of the business.
- Flexible working arrangements available, including hybrid and remote options.
- Clear route to directorship and equity participation as the UK business grows.
- Regular salary reviews reflecting client transitions and business growth milestones.
Responsibilities
- Provide clear, ethical, fee-based financial planning advice across investments, pensions, tax mitigation, protection, and cashflow modelling.
- Shape and lead the delivery of the UK wealth management business in line with the firm’s values and client service standards.
- Ensure all advice and processes comply with FCA regulations, Consumer Duty, AML, and other relevant legislation.
- Build long-term relationships with high-net-worth and mass-affluent clients.
- Play a hands-on role at the outset, with scope to build and lead a team as the business develops.
About You
- Minimum Level 4 qualified; ideally a Chartered Financial Planner or Certified Financial Planner.
- Holds a current or recent Statement of Professional Standing (SPS).
- Demonstrated success delivering fee-based financial advice in a professional environment.
- Experience promoting investment management solutions (not managing investments directly).
- Strong technical knowledge across UK financial products: investments, pensions, protection, and tax strategies.
- Excellent communicator with a client-first approach and high ethical standards.
- Commercially aware, with the drive to help grow a business and progress to directorship.
This is a unique chance to help build and lead a UK wealth management business within an established, client-focused firm. Apply now for a confidential discussion.
#J-18808-Ljbffr
Financial Planning Manager employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Research the firm’s values and recent developments in their UK wealth management proposition. Understanding their approach will help you tailor your conversations and demonstrate your alignment with their goals during interviews.
✨Tip Number 3
Prepare to discuss your experience with fee-based financial advice and how it aligns with the firm's client-first approach. Be ready to share specific examples of how you've built long-term relationships with clients in the past.
✨Tip Number 4
Stay updated on FCA regulations and consumer duty standards relevant to the role. Being knowledgeable about compliance will not only boost your confidence but also show your commitment to ethical practices in financial planning.
We think you need these skills to ace Financial Planning Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications and experience relevant to the Financial Planning Manager role. Emphasise your Level 4 qualification, any Chartered or Certified Financial Planner status, and your success in delivering fee-based financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your alignment with the company's values. Mention your experience in building client relationships and your commitment to ethical financial planning.
Highlight Relevant Skills: In your application, focus on your technical knowledge of UK financial products, including investments, pensions, and tax strategies. Provide examples of how you've successfully promoted investment management solutions in previous roles.
Showcase Your Leadership Potential: Since this role offers a clear pathway to directorship, highlight any past leadership experiences or initiatives where you contributed to team success. Discuss your vision for leading a team as the business grows.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Technical Knowledge
As a Financial Planning Manager, it's crucial to demonstrate your strong technical knowledge across UK financial products. Be prepared to discuss specific investment strategies, tax mitigation techniques, and how you would approach cashflow modelling for clients.
✨Emphasise Client Relationships
Highlight your experience in building long-term relationships with high-net-worth and mass-affluent clients. Share examples of how you've successfully managed client expectations and delivered exceptional service in previous roles.
✨Align with Company Values
Research the company's values and mission statement. During the interview, articulate how your personal values align with theirs, particularly around integrity, professionalism, and client care. This will show that you're not just a fit for the role, but also for the company culture.
✨Prepare for Regulatory Questions
Given the importance of compliance in this role, be ready to discuss your understanding of FCA regulations, Consumer Duty, and AML legislation. Prepare to explain how you ensure that your advice and processes adhere to these standards in your work.
