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- Tasks: Lead a team of Financial Advisors to achieve targets and maximise business opportunities.
- Company: Join a growing national independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, flexible working, birthday off, and social events.
- Why this job: Make a real impact by guiding Advisors and shaping their success in financial planning.
- Qualifications: Experience in financial planning management and Level 4 Diploma or equivalent required.
- Other info: Remote role with travel to meet Advisors and attend management meetings.
The predicted salary is between 60000 - 80000 £ per year.
This job provides the opportunity to join a national independent financial planning firm that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities.
You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business/clients; ensuring Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1s, presentations, workshops and individual training sessions.
In addition, you will be involved in recruiting new Advisors by being part of the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent.
Due to the nature of this role, it will include travel, visiting your team of Financial Advisors and attending their head office for management meetings.
Requirements:- You should have experience as a Manager within the Financial Planning industry, leading a team of Financial Advisors.
- Ideally, you should hold your Level 4 Diploma in Financial Planning or equivalent.
- You should have experience of both management and T&C responsibilities.
- You must be comfortable with travelling to undertake your role effectively.
- Salary of £60,000 - £80,000 plus £4,800 car allowance pa.
- OTE of £80,000 - £120,000.
- Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits.
- Remote based role with need for travel to meet Advisers, attend head office etc.
- Remote based, ideally seeking candidates in: Sheffield / South Yorkshire, Manchester / North West, Birmingham / Midlands.
Financial Planning Manager in Birmingham employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that Financial Planning Manager role.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. We want you to shine, so practice answering common questions and have some thoughtful queries ready to show your interest.
✨Tip Number 3
Showcase your leadership skills! As a Financial Planning Manager, you’ll be leading a team, so highlight any past experiences where you’ve successfully managed or mentored others. We want to see how you can inspire and support your future Advisors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to help you every step of the way, so take advantage of our resources and let’s get you that dream job!
We think you need these skills to ace Financial Planning Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Manager role. Highlight your management experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of how you've led teams and achieved targets in the past. We love a good story that showcases your passion for financial planning.
Showcase Your Team Management Skills: Since this role involves managing Financial Advisors, make sure to highlight your experience in leading teams. Talk about how you've supported your team members in achieving their goals and maintaining compliance. We want to know how you can help us grow!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our awesome team at StudySmarter!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Planning Manager, you'll need to demonstrate your understanding of financial metrics and KPIs. Brush up on key performance indicators relevant to the role and be ready to discuss how you've used data to drive team success in the past.
✨Showcase Your Leadership Style
This role involves managing a team of Financial Advisors, so it's crucial to articulate your leadership approach. Prepare examples of how you've motivated teams, conducted training sessions, and supported advisors in achieving their targets.
✨Understand Compliance Inside Out
Compliance is a big deal in financial planning. Familiarise yourself with the compliance guidelines that the company adheres to and be prepared to discuss how you ensure your team meets these standards while providing quality service to clients.
✨Be Ready for Travel Talk
Since the role requires travel, be prepared to discuss your experience with managing remote teams and how you plan to maintain effective communication and support while on the go. Highlight any previous roles where travel was a key component.
