Senior Financial Manager
5 days ago
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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