At a Glance
- Tasks: Lead and manage a team of advisers to achieve performance goals and deliver client solutions.
- Company: A reputable advisory firm with ambitious growth plans and a focus on client service.
- Benefits: Competitive salary up to £90,000, bonus potential, generous leave, and professional development support.
- Other info: Opportunity for career advancement in a dynamic and supportive environment.
- Why this job: Make a real impact by training and developing advisers while driving business growth.
- Qualifications: Level 4 Diploma in Financial Planning and 3+ years in a Financial Advice role.
The predicted salary is between 72000 - 108000 £ per year.
Recruit UK is supporting a successful multi-office professional advisory company that is hiring a Financial Planning Manager to join their team. Having built an excellent reputation for client service, they have ambitious expansion plans in place, and are looking for this key hire to help drive the growth of their Financial Planning team.
If you thrive on training, developing and managing advisers to achieve their goals, and are looking for a role where you can make an impact, then this could be the perfect opportunity for you.
Key Responsibilities
- Lead and manage a team of advisers with a focus on performance, training & competence, in alignment with commercial goals
- Lead recruitment for new team members
- Collaborate with clients to understand objectives and deliver robust solutions
- Provide high-quality ongoing advice to private clients
- Build and maintain relationships with internal/external stakeholders to drive growth
- Identify client referral opportunities to other parts of the business
- Contribute to the strategy and daily operations
Qualifications
- Level 4 Diploma in Financial Planning (CII, LIBF or CISI)
- 3+ years' experience in a Financial Advice role
- Strong knowledge of the FCA framework and its operational impact
- Understanding of accountancy services (ability to identify cross-referral opportunities)
- Ability to travel between regional offices across Cumbria
Benefits
- Salary up to £90,000 + bonus (OTE £110,000 +)
- Pension & Protection
- 26 days annual leave + bank holidays
- Option to buy 5 extra holidays
- Professional development support and membership fees covered
Financial Planning Manager employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Manager
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Financial Planning Manager role.
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn. Share insights about financial planning, engage with others in the field, and let your knowledge shine through. This will help you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to team management and client collaboration. We recommend doing mock interviews with friends or mentors 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 and eager to join our ambitious team.
We think you need these skills to ace Financial Planning Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Manager role. Highlight your experience in managing teams and delivering high-quality advice, as well as any relevant qualifications like the Level 4 Diploma in Financial Planning.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've helped advisers reach their goals or contributed to team growth. Numbers and results speak volumes!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Explain why you’re passionate about financial planning and how your skills align with our ambitious expansion plans. Make it personal and engaging!
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 ensures you don’t miss out on any important updates!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Financial Planning Manager, you’ll need to demonstrate your understanding of financial metrics and performance indicators. Brush up on key financial concepts and be ready to discuss how you've used data to drive decisions in previous roles.
✨Showcase Your Leadership Skills
This role involves leading a team of advisers, so be prepared to share specific examples of how you've successfully managed and developed teams in the past. Highlight your approach to training and motivating others to achieve their goals.
✨Understand the Company’s Vision
Research the company’s ambitious expansion plans and think about how you can contribute to them. Be ready to discuss how your experience aligns with their goals and how you can help drive growth within the Financial Planning team.
✨Build Rapport with Stakeholders
Since this role requires collaboration with clients and internal stakeholders, practice your relationship-building skills. Prepare examples of how you've effectively communicated and built trust with clients and colleagues in previous positions.
