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- Tasks: Lead a team of Financial Advisors to achieve targets and provide top-notch client service.
- 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 opportunities 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; ensuring 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 part of 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, it will 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 the 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 Manchester employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. We want you to walk in feeling confident and ready to impress!
✨Tip Number 3
Showcase your leadership skills! As a Financial Planning Manager, you’ll need to demonstrate your ability to lead and support a team. Share examples of how you’ve successfully managed teams in the past during your interviews.
✨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 Financial Planning Manager in Manchester
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!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your experience with Financial Advisors and how you can help them exceed their targets. Keep it engaging and personal!
Showcase Your Leadership Skills: Since this role involves managing a team, make sure to highlight your leadership skills in your application. Share examples of how you've successfully led teams in the past and how you plan to support our Financial Advisors in achieving their goals.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining us at StudySmarter!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially around compliance and T&C responsibilities. Be ready to discuss how you've led teams in the past and how you can help Advisors meet their targets.
✨Showcase Your Management Skills
Prepare examples of how you've successfully managed a team of Financial Advisors. Think about specific situations where you’ve motivated your team or helped them identify new business opportunities.
✨Demonstrate Your Training Approach
Since you'll be involved in training new Advisors, come prepared with ideas on how you would conduct 1:1s, workshops, and presentations. Highlight any previous experience in training or mentoring others.
✨Be Ready for Travel Talk
As this role involves travel, be prepared to discuss your flexibility and willingness to visit Advisors. Share any relevant experiences that showcase your ability to manage remote teams effectively.
