Senior Financial Manager

5 days ago


High Wycombe, Buckinghamshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Senior Financial Adviser - Manager

Overview: We are seeking an experienced Senior Financial Adviser - Manager to join our team at Recruit UK | Certified B Corp™. As a Senior Financial Adviser - Manager, you will be responsible for leading and managing a team of Senior Financial Planners, Financial Advisers, and support staff.

Key Responsibilities:

  • Manage and develop a team of circa 25 employees, including Senior Financial Planners, Financial Advisers, and support staff.
  • Lead and manage the office, ensuring the delivery of high-quality financial planning and wealth management advice to clients.
  • Manage an existing client bank and deal with new High Net Worth (HNW) client enquiries.
  • Provide independent financial advice and make recommendations to clients on how to best meet their goals.
  • Manage and develop your own client bank, with full paraplanning and admin support.

What We Offer:

  • Competitive starting salary of £75,000+
  • Management responsibilities, including Head of Office
  • Opportunity to manage a team of 25 employees
  • Career progression opportunities
  • Existing HNW client bank
  • HNW Client leads, with typical clients investing £500,000+
  • Excellent bonus schemes, with an OTE of £100,000+
  • Excellent benefits, including DIS, Flex Bens, and Pension
  • Flex working arrangements, including office and home-based options
  • IFA, Paraplanning, Compliance, and Administration support
  • Study support

Requirements:

  • Diploma (Dip PFS) or equivalent, ideally en route to Chartered status
  • Experience as an Adviser, with a desire to progress into management


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