Job Description
Financial Services Planning Manager
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Location: Leicester (our Ref AL1419)
Salary: Negotiable up to c£65,000 dep on experience + benefits
My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence. They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. The successful applicant will be CII Diploma level 4 qualified and will likely have a proven track record as a Financial Adviser. You may even be looking to sell your client bank but still want to be involved...the options are all on the table!
Job Summary: The successful candidate will provide strong day-to-day leadership to the team of IFA professionals, ensuring they operate effectively, efficiently, compliantly, and in line with commercial objectives. The role will focus on improving team performance, maintaining high professional standards, supporting development and accountability, and delivering sustainable profitable growth through excellent client outcomes and well-managed operations.
Key Responsibilities:
Qualifications:
Why Join:
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. xwwtmva By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Financial Services Planning Manager • Leicester, Leicestershire, United Kingdom
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