At a Glance
- Tasks: Lead a team of Financial Planning Consultants and deliver tailored financial solutions.
- Company: Established financial planning firm with a focus on client relationships and team development.
- Benefits: Competitive salary, excellent benefits, hybrid working, and ongoing professional development.
- Other info: Supportive environment with opportunities for career advancement and collaboration.
- Why this job: Make a real impact in a leadership role while shaping regional growth and client success.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client-facing advisory roles.
The predicted salary is between 50000 - 60000 £ per year.
Regional Financial Planning Manager Si Recruitment Carlisle
Salary
Competitive + Excellent Benefits
Location
Cumbria (Carlisle or West Cumbria) | Hybrid & Flexible Working Available
Are you an experienced Financial Planning professional looking for a leadership role where you can combine client advice, team management and business development?
We are recruiting for a Regional Financial Planning Manager to join an established and growing financial planning team.
This is an excellent opportunity for an experienced adviser who enjoys developing people, building strong client relationships and driving the continued success of a regional financial planning function.
The successful candidate will play a key role in leading a team of Financial Planning Consultants, ensuring exceptional client service, regulatory compliance and commercial growth across the region.
The Role
As Regional Financial Planning Manager, you will be responsible for delivering high-quality financial planning services while leading and developing a successful advisory team.
Key responsibilities will include
- Managing and supporting a team of Financial Planning Consultants, providing leadership, coaching and ongoing development.
- Overseeing performance management and ensuring advisers meet agreed objectives and professional standards.
- Supporting advisers through Training & Competence requirements and maintaining a strong compliance culture.
- Working with clients to understand their financial goals and delivering tailored, holistic financial planning solutions.
- Ensuring clients receive consistently high-quality ongoing advice and service.
- Managing and developing client relationships while supporting business growth opportunities.
- Achieving individual and team revenue targets.
- Building strong relationships with internal stakeholders and professional contacts to identify opportunities for collaboration.
- Supporting recruitment and onboarding of new team members when required.
- Ensuring all regulatory, compliance and operational requirements are maintained.
- Identifying opportunities to introduce clients to wider professional services where appropriate.
- Contributing to the ongoing strategy and development of the financial planning team.
About You
- We are looking for an experienced Financial Planning professional with:
- Level 4 Diploma in Financial Planning (essential).
- Level 6 Advanced Diploma in Financial Planning (desirable).
- Minimum three years’ experience within a client-facing financial advisory role.
- Previous experience leading, managing or developing a team within financial planning.
- Strong understanding of FCA regulations, including COBS, COCON and SYSC requirements.
- Excellent knowledge of financial planning principles, investments, pensions and protection solutions.
- Strong leadership and communication skills with the ability to motivate and develop others.
- Commercial awareness and experience supporting business development activity.
- Excellent organisational skills with the ability to manage competing priorities.
- Strong attention to detail and commitment to delivering high-quality client outcomes.
- A full UK driving licence, with flexibility to travel across regional offices.
- What's on Offer
- Competitive salary with an excellent benefits package.
- Hybrid and flexible working arrangements.
- Leadership responsibility within an established financial planning function.
- Opportunity to influence and shape regional growth.
- Ongoing professional development and investment in your career.
- Supportive and collaborative working environment.
- The opportunity to combine technical financial planning expertise with people leadership and business development.
This is an excellent opportunity for an experienced Financial Planning Manager or senior adviser looking to take the next step into a regional leadership role, with the opportunity to make a significant impact on both clients and colleagues.
- Full-time
- #J-18808-Ljbffr
Regional Financial Planning Manager employer: SI Recruitment
As a leading professional services business, we pride ourselves on fostering a dynamic work culture that values collaboration and innovation. Our employees benefit from ongoing training and development opportunities, ensuring they grow alongside the company while enjoying a supportive environment that prioritises exceptional client service and relationship building. Located in a vibrant area, we offer a unique chance to thrive in your career while making a meaningful impact in the commercial insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Financial Planning Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like SI Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Regional Financial Planning Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SI Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on SI Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at SI Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SI Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at SI Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former SI Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
