Remote Financial Planning Manager — Lead Advisors & Growth in Birmingham
Remote Financial Planning Manager — Lead Advisors & Growth

Remote Financial Planning Manager — Lead Advisors & Growth in Birmingham

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

  • Tasks: Lead a team of Financial Advisors and ensure they hit their targets through support and training.
  • Company: National independent financial planning firm with a focus on growth and development.
  • Benefits: Competitive salary, robust benefits package, and remote work flexibility.
  • Why this job: Make a real impact by guiding Advisors to success in a dynamic industry.
  • Qualifications: Level 4 Diploma in Financial Planning and management experience required.
  • Other info: Remote role with travel for meetings and excellent career advancement opportunities.

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

A national independent financial planning firm is seeking a Financial Planning Manager to lead a team of Financial Advisors. This role involves management and T&C supervision, ensuring Advisors achieve their targets through support and training.

The ideal candidate will hold a Level 4 Diploma in Financial Planning and have management experience in the industry. The position is remote-based with travel required to meet with Advisors and attend management meetings.

A competitive salary and robust benefits package are offered.

Remote Financial Planning Manager — Lead Advisors & Growth in Birmingham employer: Sahasraa Solutions

Join a national independent financial planning firm that prioritises employee growth and development, offering a competitive salary alongside a robust benefits package. Our remote work culture fosters flexibility while ensuring you have the support and resources needed to lead a team of Financial Advisors effectively. With opportunities for professional advancement and a commitment to training, this role is perfect for those seeking meaningful and rewarding employment in the financial sector.
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Contact Detail:

Sahasraa Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Remote Financial Planning Manager — Lead Advisors & Growth 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 opportunities. You never know who might have a lead or can put in a good word for you.

Tip Number 2

Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so practice common interview questions and be ready to discuss how your management experience aligns with leading a team of Advisors.

Tip Number 3

Showcase your expertise! During interviews, share specific examples of how you've supported and trained teams in the past. This will demonstrate your ability to help Advisors hit their targets and thrive in their roles.

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 about their job search!

We think you need these skills to ace Remote Financial Planning Manager — Lead Advisors & Growth in Birmingham

Financial Planning
Team Leadership
Training and Development
Management Experience
Level 4 Diploma in Financial Planning
Target Achievement
Communication Skills
Remote Team Management
Client Relationship Management
Strategic Planning
Problem-Solving Skills
Adaptability
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your management experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning, to catch our eye!

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 Financial Planning Manager role. Share specific examples of how you've led teams and supported Advisors in the past.

Showcase Your Leadership Skills: Since this role involves leading a team, be sure to emphasise your leadership style and successes. We want to see how you’ve motivated others and helped them achieve their targets through training and support.

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’re considered for the role. Plus, it makes the process smoother for everyone involved!

How to prepare for a job interview at Sahasraa Solutions

Know Your Numbers

As a Financial Planning Manager, it's crucial to be well-versed in financial metrics and performance indicators. Brush up on key financial concepts and be ready to discuss how you've used data to drive results in your previous roles.

Showcase Your Leadership Skills

Since this role involves leading a team of Advisors, prepare examples that highlight your management experience. Think about times when you successfully motivated a team or implemented training programmes that led to improved performance.

Understand the Company Culture

Research the firm’s values and mission. Be prepared to explain how your personal values align with theirs. This shows that you’re not just looking for any job, but that you genuinely want to contribute to their success.

Prepare for Remote Work Questions

Given that the position is remote, anticipate questions about your experience with remote management and communication. Have examples ready that demonstrate your ability to lead a team effectively from a distance.

Remote Financial Planning Manager — Lead Advisors & Growth in Birmingham
Sahasraa Solutions
Location: Birmingham

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