Remote Financial Planning Manager: Lead Advisors to Grow in Birmingham
Remote Financial Planning Manager: Lead Advisors to Grow

Remote Financial Planning Manager: Lead Advisors to Grow in Birmingham

Birmingham Full-Time 60000 - 80000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead and support a team of Financial Advisors to achieve their targets.
  • Company: National independent financial planning firm with a focus on growth.
  • Benefits: Competitive salary, remote work, and comprehensive benefits package.
  • Why this job: Make a real impact by guiding Advisors to success in their careers.
  • Qualifications: Experience in financial planning and strong leadership skills.
  • Other info: Opportunity for travel and professional development in a dynamic environment.

The predicted salary is between 60000 - 80000 Β£ per year.

A national independent financial planning firm seeks a Financial Planning Manager to lead a team of Financial Advisors. This role involves providing managerial support to ensure Advisors meet targets while adhering to compliance standards.

Responsibilities include:

  • Recruiting new team members
  • Offering training to help them achieve CAS status

The position is remote-based with travel required to meet Advisors and attend management meetings, offering a competitive salary of Β£60,000 - Β£80,000 plus benefits.

Remote Financial Planning Manager: Lead Advisors to Grow in Birmingham employer: Premier Jobs UK

Join a leading national independent financial planning firm that prioritises employee growth and development. With a strong emphasis on teamwork and compliance, we offer a supportive remote work culture, competitive salary, and comprehensive benefits, ensuring our Financial Planning Managers can thrive while making a meaningful impact in the lives of our Advisors. Our commitment to professional development and a collaborative environment makes us an exceptional employer for those seeking rewarding careers in financial planning.
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Contact Detail:

Premier Jobs UK Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Remote Financial Planning Manager: Lead Advisors to Grow in Birmingham

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want to make sure you shine during those video calls, so practice common interview questions and have your achievements ready to share!

✨Tip Number 3

Showcase your leadership skills! When chatting with potential employers, highlight your experience in managing teams and helping others achieve their goals. This is key for a Financial Planning Manager role, so let your passion for mentoring shine through.

✨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 Remote Financial Planning Manager: Lead Advisors to Grow in Birmingham

Leadership Skills
Financial Planning
Compliance Knowledge
Recruitment Skills
Training and Development
Target Management
Team Management
Communication Skills
Remote Team Coordination
Analytical Skills
Problem-Solving Skills
Time Management
Interpersonal Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Financial Planning Manager role. Highlight your experience in leading teams and any relevant financial planning qualifications. We want to see how you can help our Advisors grow!

Showcase Your Leadership Skills: In your cover letter, emphasise your leadership style and how you've successfully managed teams in the past. We’re looking for someone who can inspire and support our Advisors to hit their targets.

Be Clear About Compliance: Since compliance is key in this role, make sure to mention your understanding of compliance standards in financial planning. We need someone who can ensure our Advisors are always on the right track.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!

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 targets. Brush up on key performance indicators relevant to the role and be ready to discuss how you've helped teams meet or exceed these in the past.

✨Showcase Your Leadership Style

This role involves leading a team of Financial Advisors, so it's crucial to articulate your leadership approach. Prepare examples of how you've successfully managed teams, provided training, and supported advisors in achieving their goals while maintaining compliance.

✨Prepare for Compliance Questions

Given the importance of compliance in financial planning, expect questions around this topic. Familiarise yourself with relevant regulations and be ready to discuss how you've ensured adherence to compliance standards in previous roles.

✨Ask Insightful Questions

Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, team dynamics, and expectations for the Financial Planning Manager role. This shows your genuine interest and helps you assess if the company is the right fit for you.

Remote Financial Planning Manager: Lead Advisors to Grow in Birmingham
Premier Jobs UK
Location: Birmingham
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  • Remote Financial Planning Manager: Lead Advisors to Grow in Birmingham

    Birmingham
    Full-Time
    60000 - 80000 Β£ / year (est.)
  • P

    Premier Jobs UK

    50-100
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