Financial Planning Manager

Financial Planning Manager

Full-Time 43200 - 72000 £ / year (est.) No home office possible
P

At a Glance

  • Tasks: Lead a team of Financial Advisors to help them smash their targets.
  • Company: Join a thriving national independent financial planning firm with exciting growth prospects.
  • Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work culture.
  • Why this job: Make a real impact in financial planning while working in a dynamic and growing environment.
  • Qualifications: Experience in financial planning and team management is essential.
  • Other info: This role offers a unique chance to shape the future of financial advisory services.

The predicted salary is between 43200 - 72000 £ per year.

This Financial Planning Manager job provides 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 sh…

TLNT1_UKTJ

#J-18808-Ljbffr

Financial Planning Manager employer: Premier Jobs UK Limited

Join a dynamic and expanding national independent financial planning firm that values its employees and fosters a supportive work culture. As a Financial Planning Manager, you will benefit from comprehensive professional development opportunities, competitive remuneration, and the chance to lead a dedicated team of Financial Advisors in a collaborative environment. Our commitment to employee growth and success, combined with our strategic expansion, makes this an exceptional place for those seeking meaningful and rewarding careers.
P

Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Manager

✨Tip Number 1

Familiarise yourself with the latest trends in financial planning and management. Being knowledgeable about current market conditions and regulatory changes will not only boost your confidence but also impress us during discussions.

✨Tip Number 2

Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others in the field. This can provide you with valuable insights and potentially lead to referrals.

✨Tip Number 3

Prepare to discuss your leadership style and how you support your team in achieving targets. We value managers who can inspire and motivate their teams, so think of examples that showcase your ability to lead effectively.

✨Tip Number 4

Research our company culture and values. Understanding what we stand for will help you align your answers during interviews and demonstrate that you are a good fit for our team.

We think you need these skills to ace Financial Planning Manager

Financial Analysis
Team Leadership
Client Relationship Management
Regulatory Compliance
Performance Management
Strategic Planning
Risk Assessment
Communication Skills
Coaching and Mentoring
Budgeting
Market Research
Problem-Solving Skills
Attention to Detail
Adaptability

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the responsibilities and expectations of a Financial Planning Manager. Tailor your application to highlight relevant experience in team management and financial advisory.

Highlight Relevant Experience: In your CV and cover letter, emphasise your previous roles in financial planning and management. Use specific examples that demonstrate your ability to lead a team and achieve targets.

Craft a Compelling Cover Letter: Write a personalised cover letter that addresses the hiring manager. Explain why you are interested in this position and how your skills align with the company's goals, particularly in supporting Financial Advisors.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.

How to prepare for a job interview at Premier Jobs UK Limited

✨Understand the Company Culture

Before your interview, research the financial planning firm’s values and culture. This will help you align your answers with what they prioritise, showing that you’re a good fit for their team.

✨Prepare for Management Questions

As a Financial Planning Manager, you'll be leading a team. Be ready to discuss your management style, how you motivate your team, and examples of how you've helped others achieve their targets in the past.

✨Showcase Your Technical Knowledge

Brush up on financial planning concepts and regulations relevant to the role. Be prepared to discuss how you would apply this knowledge to support your team and ensure compliance.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s growth strategy and how they support their Financial Advisors. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

P
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>