Financial Planning Manager
2 weeks ago
This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities. You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business / clients; ensure Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1's, presentations, workshops and individual training sessions. In addition, you will be involved in recruiting new Advisors by being involved in the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings. Financial Planning Manager Requirements You should have experience as a Manager within Financial Planning industry, leading a team of Financial Advisors Ideally you should hold your Level 4 Diploma in Financial Planning or equivalent You should have experience of both management and T&C responsibilities You must be comfortable with travelling to undertake your role effectively Financial Planning Manager Benefits Salary of £60,000 - £70,000 plus £4,800 car allowance pa Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits etc Remote based role with need for travel to meet Advisers, attend head office etc Locations Remote based Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ
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Compliance Manager
2 weeks ago
Reading, United Kingdom Financial Divisions Full timeCompliance Manager – Financial Planning / Wealth Management Hybrid Working About the Role As Compliance Manager, you will be at the centre of the firm’s regulatory integrity, ensuring full adherence to FCA requirements across COBS, SYSC, SM&CR, Consumer Duty, GDPR and AML. You’ll design, implement and enhance the firm’s compliance framework, support...
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Compliance Manager
2 weeks ago
Reading, United Kingdom Financial Divisions Full timeCOMPLIANCE MANAGER – Financial Planning / Wealth ManagementBerkshire To £80,000Hybrid Working About the RoleAs Compliance Manager, you will be at the centre of the firm's regulatory integrity, ensuring full adherence to FCA requirements across COBS, SYSC, SM&CR, Consumer Duty, GDPR and AML. You'll design, implement and enhance the firm's compliance...
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Financial Planning Manager
2 weeks ago
Reading, United Kingdom Sahasraa Solutions Full timeThis Financial Planning Manager job provides an opportunity to join a national independent financial planning firm that is continuing to grow through organic growth and acquiring IFA client banks. Responsibilities Lead and manage a team of Financial Advisors, ensuring they achieve and exceed their targets. Provide T&C supervision, ensuring compliance,...
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Financial Planning Manager
3 weeks ago
Reading, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both...
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Financial Planning Manager
3 days ago
Reading, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks.You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will...
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Financial Planning Manager
7 days ago
Reading, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both...
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Financial Planning Manager
2 weeks ago
Reading, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks.Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. You will be responsible for a team of...
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Financial Planning Manager
2 weeks ago
Reading, United Kingdom Premier Jobs UK Full timeThis Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both...
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Senior Compliance Manager
2 weeks ago
Reading, United Kingdom Financial Divisions Full timeA leading financial services firm in the UK is seeking a Compliance Manager to enhance its regulatory compliance framework and liaise with the FCA. The ideal candidate will have a minimum of 5 years in compliance and a Diploma in Financial Planning. This role offers a hybrid working environment and the opportunity to influence business direction....
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Financial Reporting Manager
22 hours ago
Reading, United Kingdom Orka Financial Full timeOur client is an established multi site retailer who is seeking to hire a Financial Reporting Manager. The role will manage a team of 5 owning the management and statutory accounts. The role will ideally suit an ACA or ACCA practice trained individual with2/3 years + PQE who is either looking to move from practice or who has some industry experience...
