Senior Financial Services Manager

3 days ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

**Role Overview**

We are seeking a skilled Senior Financial Services Manager to lead our financial planning team in Staffordshire. As a pivotal member of our team, you will be responsible for bridging the gap between senior advisers and the technical planning support team.

Key Responsibilities:

  • Support a team of Financial Advisers and Chartered Financial Planners
  • Assist with client engagement
  • Conduct data analysis and research
  • Technical paraplanning support
  • Management of the financial planning support team
  • Streamlining and implementing new processes to enhance efficiency and productivity

**What We Offer**

  • Salary up to £65,000 (negotiable dependent on skill-set and qualifications)
  • Pension scheme
  • Flexible working (if required)
  • 25 days holiday plus bank holidays
  • Fantastic work culture
  • DIS
  • Ongoing career professional development
  • Unique and varied opportunity

**Requirements**

  • Previous experience as a Paraplanner, ideally for 5+ years'
  • Exposure to managing clients of all variety within wealth planning
  • Ability to coach and motivate a team
  • Ideally you will be Level 6 Chartered but this isn't a necessity


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