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Financial Planning Manager
Job in
Douglas, Cumbria, Cumbria County, England, UK
Listed on 2026-10-14
Listing for:
Searchandselect
Full Time
position Listed on 2026-10-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Our client seeks an experienced and pro‑active, fully qualified Financial Planning Manager / Adviser to join their leading independent financial services company.
As Financial Planning Manager you will develop and manage a portfolio of clients covering all aspects of the industry, including personal and corporate advice in all areas of financial planning.
Key
Skills and Experience:
- Level 4 qualification CII, CISI, IFS or similar and demonstrate adviser competence to meet with Isle of Man RDR regulations. Ideally, working towards a higher, level 6 qualification.
- Proven track record in delivering regulated financial advice.
- Ambitious and committed to providing a high level of customer service.
They take pride in their business culture and are committed to supporting employees with consistent professional development and excellent remuneration.
Quote job
Our client seeks an experienced and pro‑active, fully qualified Financial Planning Manager / Adviser to join their
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