Role: Financial Planning Manager
Location: Brighton
Position: Full time Permanent
Salary: £85k circa + Excellent Benefits | OTE £140k
Solid Recruitment are seeking a Financial Planning Manager to lead, inspire, and grow a high-performing advice team. This is a chance to make a big impact while managing and developing a client book in a forward-thinking firm.
The Role of Financial Planning Manager
* Lead and coach financial planners
* Manage and grow an existing client book
* Identify and convert new business opportunities
* Develop strategies to improve efficiency and client outcomes
* Evolve the firm’s advice proposition
* Collaborate with the CEO and senior leadership team
* Oversee performance, budgets, and forecasts
* Ensure compliance with FCA regulations
What You’ll Bring as a Financial Planning Manager
* Excellent communication, leadership & management skills
* Must be Diploma Level 4 Qualified
* Proven experience building profitable client books
* Strong relationships with professionals (e.g. accountants)
* Ability to recruit, lead & motivate teams of varied experience
* Budget creation & accurate forecasting expertise
* Performance management & tracking against targets
* Strong business knowledge & commercial acumen
* Skilled in project & financial management
* Collaborative approach with cross-functional teams
Behaviours We Value
* Positive, inclusive leadership style
* Strong client relationship skills
* Organised, adaptable & solutions-driven
* Confident communicator & presenter
Why Apply?
* Salary £80k circa
* OTE £120k
* Excellent benefits package
* Brighton-based HQ
* Senior leadership role with influence