mbf
Financial Planning Manager
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About the Company
An excellent opportunity has arisen for an experienced Financial Planning Manager to join a well-established and growing independent Wealth Management business.
About the Role
This is a senior leadership and people-development position, rather than an individual Financial Adviser role. The successful candidate will take responsibility for leading, supporting and developing a sizeable team of Financial Planners, with a strong focus on adviser performance, advice quality, client outcomes and commercial success. Working closely with the Managing Director, Compliance, Operations and wider Executive Team, you will play an influential role in the continued development of the Financial Planning function and help create a high-performance culture across the adviser team.
Responsibilities
- Lead, motivate, coach and develop the Financial Planning team
- Set clear objectives and performance expectations for Financial Planners
- Conduct regular 1:1s, performance reviews and development discussions
- Monitor adviser performance against agreed KPIs and business objectives
- Support Financial Planners with complex client scenarios and technical planning matters
- Drive consistently high standards of holistic financial planning and client outcomes
- Work closely with Compliance to identify trends, risks and opportunities arising from file reviews and management information
- Support the delivery of Consumer Duty requirements across the advice process
- Drive improvements in adviser productivity, efficiency and client servicing
- Support the achievement of team revenue and profitability targets
- Develop strong adviser pipelines and encourage cross-referral opportunities
- Support the successful integration of acquired businesses and adviser teams
- Contribute to proposition development, strategic projects and wider business improvement initiatives
- Produce and analyse management information relating to adviser and team performance
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Qualifications
- A minimum of five years’ experience within Financial Planning, Wealth Management or an IFA environment
- Proven experience managing and developing Financial Advisers
- Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum
Required Skills
- Strong knowledge of holistic Financial Planning
- Excellent technical knowledge across pensions, investments, retirement planning and personal taxation
- A strong understanding of FCA regulatory requirements and Consumer Duty
- Experience managing adviser performance and client outcomes
- Excellent coaching, mentoring and communication skills
- Strong commercial awareness and a business-development mindset
- The ability to analyse management information and identify performance trends
- Strong stakeholder management skills with the confidence to influence and challenge constructively
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Preferred Skills
- Experience integrating acquired Financial Planning businesses or adviser teams would also be advantageous.
Pay range and compensation package
The role offers a basic salary of up to circa £95,000, potentially flexible for the right individual, together with a bonus of up to 20% and a comprehensive benefits package. Benefits include 25 days’ annual leave plus bank holidays and additional Christmas closure days, 6% employer pension contribution, group income protection, 4x salary life assurance, support for professional qualifications and participation in an Employee Benefit Trust providing individual share ownership. Hybrid working 2/3 days in the office
This is an excellent opportunity for somebody who enjoys the leadership, coaching, performance and commercial side of Financial Planning and wants to have a genuine influence over the development of a growing Wealth Management business.
Equal Opportunity Statement
The company is committed to providing equal employment opportunities and to creating an inclusive environment for all employees, where individuals are treated fairly and with respect regardless of their background, characteristics or beliefs.
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