At a Glance
- Tasks: Lead and develop a team of financial advisers while managing client relationships.
- Company: Chartered Independent Financial Planning firm with a focus on HNW and UHNW clients.
- Benefits: Competitive salary, commission structure, hybrid working, and generous holiday allowance.
- Other info: Enjoy autonomy in your role with excellent career progression opportunities.
- Why this job: Join a growing firm and make a real impact in financial planning leadership.
- Qualifications: Level 4 Diploma and 5 years of adviser experience required.
The predicted salary is between 45000 - 50000 £ per year.
Recruit UK are working on an exciting opportunity for a Financial Adviser or Manager to join a Financial Planning firm in Gloucester.
Are you currently working as an IFA but want to put your leadership/management skills into practice? Or are you currently managing a team of advisers but open to new opportunities?
Our client is a Chartered Independent Financial Planning firm who specialise in supporting HNW and UHNW clients across the UK. As their client base and team of advisers continues to grow, they are looking to bring on a Head of Financial Planning to manage and develop the team. This is a non-regulatory position so you won’t be client facing, but you will still have ample opportunity to earn bonus on top of your base.
Your role will see you managing a small team of IFAs, supporting them with training, mentoring, career development, and growing their client book. You will work around the Gloucester area but have the autonomy to manage your own diary and adviser visits so you are not chained to your desk every day. This is a really exciting time to join a growing and expanding firm, where you will be at the heart of it!
Benefits:
- Highly competitive salary of £80,000
- Commission structure in place for high OTE
- Hybrid working / remote (manage your own diary)
- 6% pension contribution
- 25 days holiday
- Birthday off
- Buy and sell scheme
- Private medical insurance
- 4x DIS
- Progression opportunities available if interested
- Exam funding and support to continue qualifications
Skills and experience required:
- Level 4 Diploma, Chartered preferred
- 5 years Adviser experience minimum
- Experience mentoring, or managing advisers, either officially or unofficially
Head of Financial Planning in Gloucester 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.
