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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 mentoring Advisors and driving their success.
- Qualifications: Experience in financial planning management and Level 4 Diploma required.
- Other info: Remote role with travel to meet your team and attend meetings.
The predicted salary is between 48000 - 64000 £ per year.
This job provides an 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 1:1’s, 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.
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
Contact Detail:
Premier Jobs UK 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, attend financial planning events, and join relevant online forums. The more people you know, the better your chances of landing that Financial Planning Manager role.
✨Tip Number 2
Showcase your leadership skills! When you get the chance to chat with potential employers, highlight your experience in managing teams and achieving targets. Share specific examples of how you've supported Advisors in their professional development.
✨Tip Number 3
Prepare for interviews by practising common questions related to T&C responsibilities and team management. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
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. Mention your experience leading Financial Advisors and how you can help them exceed their targets. Let’s see your passion for financial planning!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s hitting targets or successfully training new Advisors, we want to know how you’ve made an impact in your previous roles. Numbers and examples speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Premier Jobs UK
✨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, handled conflicts, and supported advisors in achieving their targets. Be specific about your management techniques!
✨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. Highlight any experience you have in T&C responsibilities.
✨Prepare for Travel Questions
Since this role requires travel, be ready to discuss your flexibility and past experiences with travelling for work. Share how you manage your time effectively while on the road and how you maintain communication with your team during those periods.
