Lead Financial Advisory & Planning Manager

North Oak Recruitment Ltd is assisting a respected independent financial advisory firm in Leicester to recruit a Financial Services Planning Manager. The role leads the adviser team, improves performance, and ensures compliant operations aligned with business goals.

The candidate will hold a Level 4 Diploma in Financial Planning, have a proven IFA leadership record, and be capable of developing client-focused outcomes. Salary negotiable up to £65,000 plus benefits.

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