Financial Planning Director

5 days ago

Birmingham, Birmingham, United Kingdom Melo Recruitment Full time

About Melo Recruitment

Job Advert: Financial Planning Manager

Location: Not Specified

Salary: £60,000 (Dependent on Experience) + Attractive Bonus Structure

Melo Recruitment is a thriving, forward-thinking firm that prioritizes career progression, development, and outstanding client service. Due to our consistent year-on-year growth and success, we are seeking a dedicated Financial Planning Manager to inherit an existing director client book and drive further business growth.

About the Role: As a Financial Planning Manager, you will play a pivotal role in managing and growing a portfolio of high-net-worth clients. You will inherit an established client book and will be expected to build on this foundation by developing new business opportunities. You'll work closely with our team of paraplanners and support staff, ensuring that clients receive bespoke, high-quality financial advice tailored to their unique needs and goals.

Key Responsibilities:

  • Manage and grow an existing client book, providing expert financial planning and advice.
  • Develop new business opportunities through networking, referrals, and professional relationships.
  • Conduct comprehensive client reviews, offering tailored solutions across investments, pensions, estate planning, and protection.
  • Collaborate with paraplanners and support staff to ensure efficient and compliant advice delivery.
  • Stay current with financial regulations, market trends, and product developments to offer the best advice.
  • Build long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve.

About You:

  • Proven experience as a Financial Planner, with a strong track record of client management and business development.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
  • A results-driven mindset with a passion for providing outstanding client service.
  • Strong technical knowledge of financial products, investments, and planning strategies.
  • Level 4 Diploma in Regulated Financial Planning is essential; Chartered status or working towards it is highly desirable.
  • A proactive approach, with the ability to work independently and as part of a team.

What We Offer:

  • Competitive salary of £60,000 (dependent on experience) plus an attractive bonus structure.
  • Clear career progression paths with opportunities for personal and professional development.
  • A supportive, forward-thinking company culture that values innovation and growth.
  • Great benefits package, including pension, health insurance, and more.
  • The opportunity to work with a highly experienced team in a dynamic and rewarding environment.

This is a fantastic opportunity for a Financial Planning Manager to take the next step in their career with a company that truly values its people. If you are driven, ambitious, and ready to make an impact, we'd love to hear from you

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