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- Tasks: Lead a team in providing bespoke financial planning advice to senior medical professionals.
- Company: Leading UK financial advice firm focused on empowering medics and their families.
- Benefits: Competitive salary up to £80,000, private medical insurance, and generous leave policies.
- Other info: Dynamic work environment with excellent career development opportunities.
- Why this job: Make a real impact while helping clients achieve their financial dreams.
- Qualifications: FCA Certified with strong communication and management skills.
The predicted salary is between 48000 - 72000 £ per year.
Founded in 2005, our London based client offers bespoke long-term financial planning for senior medical professionals. They are the UK’s leading advice firm uniquely focused on helping medics and their families to make well-considered decisions and to achieve their own ambitions in later life. Using exceptional NHS knowledge, their sound investment philosophy, and custom-built Empowerment Pathway to deliver a successful financial planning experience, with their core passion to allow people to follow their dreams, their values are critically important to them, and live by them, hire, and develop their teams by them!
About the Role
The ideal candidate will have the right combination of confident communication, management, and organisation skills, with a strong technical skill, excellent influencing and relationship management skills drawn from your experience as a Paraplanner or Financial Planner yourself, to provide the right level of technical leadership to the team of 8 FPS. Providing financial planning advice to clients while being the primary relationship manager for all company interactions with the clients, taking responsibility for the quality and accuracy of all client advice. The role also entails developing new client relationships. Key internal relationships include Assistant Financial Planners and the Head of Risk and Governance.
As confidence in your technical knowledge and experience in managing paraplanners in a commercially driven environment is necessary, an ability to work under pressure and prioritise will be required and solid understanding of regulatory compliance, procedures and processes is necessary.
Required skills:
- Diplomacy and resilience, while displaying a positive, cheerful, and optimistic outlook!
- You are persuasive, articulate, impactful, quick thinking and flexible and are supportive to the career development of others, and be an excellent role model to more junior team members.
Required professional qualifications:
- FCA Certified and Registered Statement of Professional Standing (SPS)
- QCF level 4 minimum
- Extensive technical knowledge of financial planning products and services
- Exceptional report writing and presentation skills.
In return for your dynamic personality and professional skill set, we offer:
- Basic annual salary up to £80,000 based on experience
- Death in Service + Critical Illness Cover
- Christmas to New Year 'gifted' leave
- EAP assistance
- Private Medical Insurance
- Ride to Work scheme and Season Ticket Loan
- Long Service/sabbatical
- Paid CII for Examination, Learning Support including financial support and study assistance
- Company Social Events
AFP Manager employer: Quarsh
Contact Detail:
Quarsh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land AFP Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who have experience with medical professionals. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Showcase your skills! Prepare a portfolio that highlights your technical knowledge and past successes in financial planning. This will help you stand out during interviews and demonstrate your expertise.
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience and how it aligns with the role of AFP Manager. Confidence is key, so rehearse your answers to common interview questions.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. It shows you're genuinely interested in joining our team and helps us keep track of your application.
We think you need these skills to ace AFP Manager
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning and helping others shine through. We want to see how your values align with ours, so don’t hold back on sharing why you’re excited about this role!
Tailor Your CV: Make sure your CV is tailored to highlight your experience as a Paraplanner or Financial Planner. We’re looking for those confident communication and management skills, so showcase examples that demonstrate your technical leadership and relationship management abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us your story! Use it to explain how your background and skills make you the perfect fit for the AFP Manager role. Be persuasive and articulate, just like we expect you to be in the role!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Quarsh
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning products and services. Be ready to discuss how your experience as a Paraplanner or Financial Planner has shaped your approach to client relationships and advice.
✨Showcase Your Communication Skills
Since the role requires confident communication, practice articulating your thoughts clearly and persuasively. Think about examples where you've successfully influenced clients or colleagues, and be prepared to share these during the interview.
✨Demonstrate Leadership Qualities
As you'll be managing a team of Assistant Financial Planners, highlight your management experience. Share specific instances where you've supported the career development of others and how you’ve fostered a positive team environment.
✨Emphasise Your Resilience
The ability to work under pressure is key for this role. Prepare to discuss situations where you've had to prioritise tasks effectively and maintain a cheerful outlook, even in challenging circumstances. This will show that you can handle the demands of the job.