About this role
An exciting opportunity has arisen for an experienced Financial Planning Manager to join a fast-growing Financial Planning and Wealth Management business in London.
The organisation has expanded significantly in recent years, including through a number of acquisitions, and continues to pursue ambitious growth plans. They are now seeking an experienced manager to take responsibility for leading, managing and developing a team of around 20 Financial Planners.
This is a senior leadership position rather than an individual adviser role. The successful candidate will focus on adviser performance, people development, advice quality, client outcomes and commercial performance, while helping to create a high-performing and collaborative Financial Planning function.
Key Responsibilities
Lead, motivate, coach and develop a team of Financial PlannersSet clear objectives and manage adviser performance through regular 1:1s, reviews and development discussionsDrive a high-performance culture focused on excellent client outcomes and commercial successSupport advisers with complex client scenarios and technical planning mattersMonitor adviser performance against agreed KPIs and business objectivesDrive improvements in productivity, efficiency and client servicingSupport the achievement of team revenue and profitability targetsWork closely with Compliance to maintain high standards of advice and Consumer Duty outcomesSupport the successful integration of acquired businesses and adviser teamsEncourage business development, effective pipeline management and cross-referral opportunitiesWork collaboratively with Operations, Compliance and the Executive Team on strategic and business improvement initiatives Candidate Requirements
Candidates should have a strong background within Financial Planning, Wealth Management or the IFA market, with proven experience of managing and developing Financial Advisers.
You should also possess:
Minimum Level 4 Diploma in Regulated Financial Planning or equivalentAt least five years’ relevant Financial Planning/Wealth Management experienceProven leadership, coaching and people-management experienceStrong technical knowledge across pensions, investments, retirement planning and personal taxationA good understanding of FCA requirements and Consumer DutyStrong commercial awareness and the ability to drive adviser performanceExcellent communication, stakeholder management and relationship-building skills Package & Working Arrangements
The role is City of London based, offering flexible hybrid working with approximately 2–3 days per week in the office, alongside some travel to other offices and adviser locations when required.
Salary up to £90,000 (potential flexibility) plus bonus of up to 20% and an excellent benefits package, including 25 days’ holiday plus bank holidays and additional Christmas closure days, 6% employer pension contribution, income protection, life assurance and further benefits.
This is an excellent opportunity for an experienced Financial Planning leader who enjoys coaching and developing advisers and wants to play an influential role within an ambitious and expanding Wealth Management business.