Job Description
Job Title: Financial Planning Manager
Location: Cumbria
Ref: 10136
Recruit UK is supporting a successful multi-office professional advisory company that is hiring a Financial Planning Manager to join their team.
Having built an excellent reputation for client service, they have Ambitious expansion plans in place, and are looking for this key hire to help drive the growth of their Financial Planning team.
If you thrive on training, developing and managing advisers to achieve their goals, and are looking for a role where you can make an impact, then this could be the perfect opportunity for you.
Key Responsibilities
* Lead and manage a team of advisers with a focus on performance, training & competence, in alignment with commercial goals
* Lead recruitment for new team members
* Collaborate with clients to understand objectives and deliver robust solutions
* Provide high-quality ongoing advice private clients
* Build and maintain relationships with internal/external stakeholders to drive growth
* Identify client referral opportunities to other parts of the business
* Contribute to the strategy and daily operations
Candidate Requirements
* Level 4 Diploma in Financial Planning (CII, LIBF or CISI)
* 3+ years' experience in a Financial Advice role
* Management experience
* Strong knowledge of the FCA framework and its operational impact
* Understanding of accountancy services (ability to identify cross-referral opportunities)
* Ability to travel between regional offices across Cumbria
Package
* Salary up to £90,000 + bonus (OTE £110,000 +)
* Pension & Protection
* 26 days annual leave + bank holidays
* Option to buy 5 extra holidays
* Flexible working
* Professional development support and membership fees covered
* Cashplan for dental, physio + mental health support