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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 to meet your team and attend 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 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 Sheffield employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Manager in Sheffield
✨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 those 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. Show them you’re the perfect fit for their growing firm!
✨Tip Number 3
Don’t forget to showcase your Level 4 Diploma in Financial Planning or equivalent during your conversations. It’s a key requirement, so make sure it’s front and centre when discussing your qualifications with potential employers.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you started on this exciting journey!
We think you need these skills to ace Financial Planning Manager in Sheffield
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 a team of Financial Advisors and how you’ve helped them achieve their targets. We love seeing examples of how you've motivated others!
Be Clear About Your Experience: When detailing your experience, be clear and concise. Mention specific instances where you’ve handled T&C responsibilities or improved compliance within your team. This helps us understand how you can contribute to our growth.
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 on joining our 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!
✨Understand Compliance Inside Out
Compliance is a big deal in financial planning. Familiarise yourself with the compliance guidelines that the company adheres to and be prepared to discuss how you’ve ensured adherence in previous roles. This will show that you take regulatory responsibilities seriously.
✨Prepare for Travel Questions
Since the role requires travel, be ready to discuss your experience with managing remote teams and how you plan to balance travel with your responsibilities. Highlight any previous roles where you successfully managed a dispersed team or travelled frequently.
