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Financial Planning Manager
Job in
Bristol, Bristol County, BS1 4UA, England, UK
Listed on 2026-03-14
Listing for:
Cavendish Maine
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Manager, Financial Consultant -
Management
Financial Manager
Job Description & How to Apply Below
The Role:
Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing advisers Support the growth and development of the team Set and monitor KPIs Be the key point of contact regarding any issues, complaints or concerns. The Candidate:
Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations The Package:
Salary circa £60k-70k (depending on qualification and experience) + bonus and extensive company benefits. Contact:
Karen Cummins
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