Remote Financial Planning Manager — Lead & Grow Team in Newbury
Remote Financial Planning Manager — Lead & Grow Team

Remote Financial Planning Manager — Lead & Grow Team in Newbury

Newbury Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team of financial planners while actively engaging in hands-on financial planning.
  • Company: A top financial planning firm in the UK with a focus on collaboration and growth.
  • Benefits: Flexible remote work, competitive salary, and opportunities for professional development.
  • Why this job: Make a real impact by leading a skilled team and enhancing client satisfaction.
  • Qualifications: Experience managing financial planners and pursuing Charter Financial Planner status.
  • Other info: Join a dynamic firm with excellent career advancement opportunities.

The predicted salary is between 36000 - 60000 £ per year.

A leading financial planning firm in the UK is seeking an experienced Financial Planning Manager to lead a team of skilled planners and enhance collaboration. The role combines leadership with hands-on financial planning, contributing to business growth and client satisfaction.

Ideal candidates will have experience managing financial planners and hold Charter Financial Planner status or be working towards it.

Remote Financial Planning Manager — Lead & Grow Team in Newbury employer: RGH-Global Ltd

As a leading financial planning firm in the UK, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to thrive. With a strong focus on professional development, we offer numerous growth opportunities for our team members, ensuring they can advance their careers while making a meaningful impact on clients' financial well-being. Our remote working model provides flexibility, allowing you to balance your professional and personal life effectively.
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Contact Detail:

RGH-Global Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Remote Financial Planning Manager — Lead & Grow Team in Newbury

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 those interviews! Research the company and its culture, and think about how your leadership style aligns with their values. Practise common interview questions, especially around team management and client satisfaction.

Tip Number 3

Showcase your expertise! During interviews, share specific examples of how you've led teams and improved financial planning processes. This will demonstrate your hands-on experience and commitment to growth.

Tip Number 4

Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Remote Financial Planning Manager — Lead & Grow Team in Newbury

Leadership Skills
Team Management
Financial Planning
Chartered Financial Planner Status
Collaboration Skills
Client Relationship Management
Business Growth Strategies
Analytical Skills

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 leadership experience and any relevant qualifications, like your Charter Financial Planner status.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for leading our team. Share specific examples of how you've enhanced collaboration and contributed to business growth in previous roles.

Showcase Your Team Leadership Skills: We want to see how you’ve successfully managed teams in the past. Include details about your approach to leadership and how you’ve motivated your team to achieve their goals.

Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!

How to prepare for a job interview at RGH-Global Ltd

Know Your Numbers

As a Financial Planning Manager, you’ll need to demonstrate your expertise in financial metrics. Brush up on key financial concepts and be ready to discuss how you've used data to drive decisions in your previous roles.

Showcase Your Leadership Style

Since this role involves leading a team, be prepared to share examples of how you've successfully managed and motivated financial planners in the past. Highlight your approach to fostering collaboration and enhancing team performance.

Align with Company Values

Research the firm’s mission and values. During the interview, connect your personal values and professional goals with theirs. This shows that you’re not just a fit for the role, but also for the company culture.

Prepare Thoughtful Questions

Interviews are a two-way street. Prepare insightful questions about the firm's growth strategies and team dynamics. This not only shows your interest but also helps you gauge if the company is the right fit for you.

Remote Financial Planning Manager — Lead & Grow Team in Newbury
RGH-Global Ltd
Location: Newbury

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