Financial Planning Manager

Company: Premier Jobs UK
Apply for the Financial Planning Manager
Location: Little Bromwich
Job Description:

All candidates should make sure to read the following job description and information carefully before applying.Are you an experienced Financial Planning Manager looking for your next career move in a fast-growing wealth management firm?We’re recruiting for an ambitious and results-driven Financial Planning Manager to join a dynamic and expanding wealth management business. This Financial Planning Manager job offers the opportunity to lead, develop, and commercially drive a team of approximately 20 financial advisors (both employed and self-employed) across your region.As Financial Planning Manager, you’ll be responsible for: Leading and coaching advisors to achieve their business plans and commercial targets Developing strong client implementation plans and monitoring advisor performance Having regular advisor-facing meetings, conducting observations, and attending client meetings Managing day-to-day training and competence (T&C) responsibilities Driving commercial growth whilst maintaining compliance standardsThis is more than just a T&C management role our client wants a Financial Planning Manager who can have motivate, push commercial drivers, and help advisors grow their businesses.Financial xwwtmva Planning Manager Requirements:Essential: Proven experience managing financial advisors in a wealth management or IFA environment Essential: Strong track record of driving commercial results and advisor performance Essential: Experience with both employed and self-employed advisor models Desirable: Level 4 Diploma in Financial Planning or equivalent Desirable:…

Posted: September 22nd, 2026