Financial Planning Manager

Job Title: Financial Planning Manager

Industry: Financial Planning

Location: Leicestershire

Salary: up to £80,000

Job reference: 10435

Job Description:

Recruit UK are working on an excellent opportunity for an experienced Financial Planning Manager to join a company in Leicestershire.

This is a leadership role where you'll be responsible for overseeing and supporting a team of IFA professionals, ensuring strong performance, compliance, and excellent client outcomes, while also driving commercial growth and operational efficiency.

The role involves leading and developing the adviser team, improving processes and performance, working closely with compliance and operations, and supporting recruitment, training, and ongoing development.

Key responsibilities include but are not limited to:

• Lead, coach and develop a team of Financial Advisers, driving performance and accountability.
• Improve team efficiency through effective processes, performance management and best practice.
• Work closely with Compliance, Operations, Marketing and Product teams to support business objectives.
• Ensure consistently high standards of client service and positive client outcomes.
• Support adviser recruitment, onboarding, training and ongoing professional development.

Benefits:

• Competitive salary up to £80,000 (negotiable dependent on experience)
• 25 days holiday plus bank holidays
• Pension contribution
• DIS
• Medical cash back plan
• Parking
• Support towards Chartered status and ongoing professional development
• Flexible home and office working
• Collaborative, supportive working environment
• Opportunity to make a real impact within a respected Independent Financial Advice firm

Skills and experience required:

• Level 4 Diploma in Financial Planning
• Previous experience leading or managing teams within financial services.
• Strong understanding of financial planning, investments, pensions and protection.
• Proven ability to coach, motivate and develop advisers.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a highly respected Independent Financial Advice firm in Leicestershire on a Financial Planning Manager opportunity.

Our commitment to you:

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.