Financial Planning Manager | Lead & Develop Adviser Team
Financial Planning Manager | Lead & Develop Adviser Team

Financial Planning Manager | Lead & Develop Adviser Team

Full-Time 54000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead and develop a team of advisers to deliver top-notch financial solutions.
  • Company: Dynamic multi-office advisory firm in the UK with a focus on teamwork.
  • Benefits: Competitive salary up to £90,000, bonuses, and professional development support.
  • Why this job: Make a real impact in financial planning while leading a passionate team.
  • Qualifications: Level 4 Diploma in Financial Planning and 3+ years of experience required.
  • Other info: Join a supportive environment with great career advancement opportunities.

The predicted salary is between 54000 - 72000 £ per year.

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. The role involves driving performance, managing recruitment, and collaborating with clients to deliver robust financial solutions.

Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice.

The position offers a competitive salary up to £90,000 plus bonuses and excellent benefits including professional development support.

Financial Planning Manager | Lead & Develop Adviser Team employer: Recruit UK

Join a dynamic multi-office professional advisory company in the UK, where you will not only lead and develop a talented team of advisers but also enjoy a supportive work culture that prioritises employee growth and development. With a competitive salary package, including bonuses and comprehensive benefits, this role offers a unique opportunity to make a meaningful impact while advancing your career in financial planning.
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Contact Detail:

Recruit UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Manager | Lead & Develop Adviser Team

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead on a Financial Planning Manager role or can introduce you to someone at a multi-office advisory company.

✨Tip Number 2

Prepare for interviews by brushing up on your leadership skills. Since this role involves leading a team of advisers, be ready to share examples of how you've driven performance and managed recruitment in the past. We want to see that you can inspire and develop others!

✨Tip Number 3

Showcase your client collaboration skills! In your conversations with potential employers, highlight how you've worked with clients to deliver tailored financial solutions. This will demonstrate that you understand the importance of building strong relationships in this field.

✨Tip Number 4

Don't forget to apply through our website! We make it easy for you to find and apply for roles like the Financial Planning Manager position. Plus, you'll get access to resources that can help you ace the interview process and land that dream job!

We think you need these skills to ace Financial Planning Manager | Lead & Develop Adviser Team

Leadership Skills
Team Management
Financial Planning
Client Collaboration
Performance Management
Recruitment Skills
Diploma in Financial Planning
Financial Advice Experience
Robust Financial Solutions
Professional Development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planning Manager role. Highlight your Level 4 Diploma in Financial Planning and any relevant achievements in leading teams or driving performance.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your experience in financial advice and how you can contribute to our team at StudySmarter.

Showcase Your Leadership Skills: Since this role involves leading a team of advisers, be sure to include examples of your leadership experience. Talk about how you've motivated teams in the past and the results you've achieved together.

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 don’t miss out on any important updates during the process!

How to prepare for a job interview at Recruit UK

✨Know Your Numbers

As a Financial Planning Manager, you’ll need to demonstrate your expertise in financial metrics. Brush up on key performance indicators relevant to the role and be ready to discuss how you've driven performance in previous positions.

✨Showcase Leadership Skills

Since this role involves leading a team of advisers, prepare examples that highlight your leadership style. Think about times when you’ve successfully managed recruitment or developed team members, and be ready to share those stories.

✨Understand Client Needs

This position requires collaboration with clients to deliver financial solutions. Familiarise yourself with common client challenges in financial planning and be prepared to discuss how you would approach these situations.

✨Prepare Questions

Interviews are a two-way street! Prepare insightful questions about the company’s approach to financial planning and team development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

Financial Planning Manager | Lead & Develop Adviser Team
Recruit UK

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