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- Tasks: Lead a team of Financial Advisors to achieve targets and maximise business opportunities.
- Company: Join a growing national independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, flexible working, birthday off, and social events.
- Why this job: Make a real impact in financial planning while developing your leadership skills.
- Qualifications: Experience in financial planning management and Level 4 Diploma or equivalent required.
- Other info: Remote role with travel for team support and management meetings.
The predicted salary is between 60000 - 80000 £ per year.
This job provides the opportunity to join a national independent financial planning firm that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities.
You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business/clients; ensure Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1s, presentations, workshops and individual training sessions.
In addition, you will be involved in recruiting new Advisors by being involved in the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent. Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings.
Requirements:- You should have experience as a Manager within the Financial Planning industry, leading a team of Financial Advisors.
- Ideally, you should hold your Level 4 Diploma in Financial Planning or equivalent.
- You should have experience of both management and T&C responsibilities.
- You must be comfortable with travelling to undertake your role effectively.
- Salary of £60,000 - £80,000 plus £4,800 car allowance pa.
- OTE of £80,000 - £120,000.
- Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits.
- Remote based role with need for travel to meet Advisers, attend head office etc.
- Remote Based, Ideally Seeking Candidates In Sheffield / South Yorkshire.
- Manchester / North West.
- Birmingham / Midlands.
Financial Planning Manager in Birmingham employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager in Birmingham
✨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 a Financial Planning Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your management and T&C responsibilities. Be ready to share specific examples of how you've led teams and supported Advisors in achieving their targets. This will show that you’re not just a fit for the role, but a standout candidate!
✨Tip Number 3
Don’t forget to showcase your Level 4 Diploma in Financial Planning or equivalent during interviews. It’s a key requirement, so make sure it’s front and centre in your discussions. Highlight how this qualification has equipped you to lead and develop your team effectively.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you nail that application process. Plus, it shows you’re serious about joining our growing team and makes it easier for us to connect with you directly.
We think you need these skills to ace Financial Planning Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Manager role. Highlight your management experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Showcase Your Leadership Skills: In your application, don’t forget to showcase your leadership skills. Talk about your experience managing teams of Financial Advisors and how you've helped them achieve their targets. We love to see examples of how you've motivated others!
Be Clear About Your Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of compliance guidelines and how you've ensured your team adheres to them. We want to know you can keep things on track while providing quality service to clients.
Apply Through Our Website: Finally, make sure to apply 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 keen to join our growing team at StudySmarter!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Numbers
As a Financial Planning Manager, you'll need to demonstrate your understanding of financial metrics and KPIs. Brush up on key performance indicators relevant to the role and be ready to discuss how you've used data to drive team success in the past.
✨Showcase Your Leadership Style
This role involves managing a team of Financial Advisors, so it's crucial to articulate your leadership approach. Prepare examples of how you've motivated teams, handled conflicts, and supported advisors in achieving their targets. Be specific about your management techniques.
✨Emphasise Compliance Knowledge
Given the importance of compliance in financial planning, make sure you highlight your understanding of regulatory requirements. Be prepared to discuss how you've ensured adherence to compliance guidelines in previous roles and how you plan to maintain these standards with your new team.
✨Prepare for Travel Discussions
Since this role requires travel, be ready to talk about your experience with managing remote teams and how you plan to balance travel with effective team supervision. Share any strategies you've used to stay connected with your team while on the move.
