Financial Services Planning Manager — Lead IFA Team

Company: North Oak Recruitment
Apply for the Financial Services Planning Manager — Lead IFA Team
Location: Coventry
Job Description:

North Oak Recruitment seeks a Financial Services Planning Manager for a Leicester-based role. You will lead a team of IFA professionals, drive performance, and ensure compliant, client-focused outcomes.

The successful candidate will hold a Level 4 Diploma in Financial Planning (or equivalent) with experience in investments, pensions and insurance and strong leadership and communication skills. Salary is negotiable up to £65,000 depending on experience, plus benefits, with opportunities for

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Posted: September 17th, 2026