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For Companies 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.
Job Description
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 shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business / clients; ensure 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 involved in 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, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings.
Financial Planning Manager Requirements
- You should have experience as a Manager within 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
Financial Planning Manager Benefits
- 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 etc
- Remote based role with need for travel to meet Advisers, attend head office etc
Locations
Remote based, ideally seeking candidates in:
- Sheffield / South Yorkshire
- Manchester / North West
- Birmingham / Midlands
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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Financial Planning Manager 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
✨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
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.