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Financial Planning Manager

Job description

I am working with a leading Wealth Management business who is seeking a Financial Planning Manager to lead in a team in the South West.

In addition to managing the growth and development of their Advisors, the successful candidate will oversee the growth plans within the region.
The ideal candidate for this role will have demonstrable experience in a Financial Planner/Adviser Manager role within a wealth/asset management background. You must have a sound understanding of the end-to-end advisory process in the private client and institutional markets, and senior leader management experience.

The role will include the following duties:

  • Management of a team of Financial Planners
  • Manage the required production to ensure profitability of the business in line with business plan and corporate objectives
  • Continued development of the Financial Planning team and ensuring the team are meeting high standards of expectation
  • Monitor business production and embedded client contact and sales strategy
  • Support recruitment of high-quality Financial Planners to maintain and grow the business in line with business plan
  • Embody Leadership characteristics and Values to inspire and motivate both immediate team and people in the wider organisation

Ensure any MI required is collated and reported where required.

You will need to have knowledge of sales management, client advice, systems and processes that support Advisers to meet the required production levels, as well as a full understanding of internal compliance and T&C requirements to ensure always staying within the required compliance guidelines and parameters.

You'll need knowledge and understanding of the competitor market, with an understanding and experience of the environments of investments, financial planning, investment consulting, legal/regulatory and advice implementation structures development.

You'll have effective, commercial experience in managing a business/business units and proven experience in the financial services industry within the advice space to retail and/or institutional clients, with a background in investments, linked products, collective investment schemes, life insurance and/or employee benefits.

In return the successful candidate will receive:

  • Basic salary up to c.£110k
  • Generous bonus scheme
  • A fantastic benefits package

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