Financial Planning Academy Director

1 week ago

Whiteley, Hampshire, United Kingdom mbf Full time
Academy Manager - Financial Planning

Location: Whiteley

Salary: Basic salary up to £70,000 + bonus and company benefits

We are seeking a highly skilled and experienced professional to lead our structured training program for aspiring financial planners. As the Academy Manager, you will play a pivotal role in the growth and development of Trainee Financial Planners.

About the Role

The Academy Manager will be responsible for designing and continuously improving a structured training curriculum covering both technical and soft skills. This will ensure alignment with industry regulations and best practices.

Key Responsibilities:
  • Program Development & Management: Develop and implement a comprehensive training program that meets the needs of our Trainee Financial Planners.
  • Trainee Management & Mentorship: Provide ongoing support and mentorship to our Trainees, ensuring they meet their milestones and achieve their full potential.
  • Stakeholder Collaboration: Work closely with internal departments and external bodies to ensure the program's alignment with strategic priorities and accreditation standards.
  • Compliance & Qualification Management: Ensure that our Trainees meet professional standards and are on track for necessary certifications.
  • Performance & Reporting: Monitor and report on program effectiveness using key performance metrics.
  • Recruitment & Expansion: Support recruitment efforts and expand the academy as needed to accommodate the growing demand for financial planners.
What We're Looking For:
  • Minimum of 5 years of experience in financial planning, wealth management, or financial services.
  • Level 4 Diploma (DipPFS or equivalent preferred).
  • Proven experience in training, mentoring, or managing financial planners or similar professionals.
  • Strong understanding of financial regulations, compliance, and industry qualifications.
  • Excellent leadership, communication, and presentation skills.
  • A passion for developing and nurturing talent.
What's on Offer:
  • Basic salary up to £70,000 + bonus and company benefits
  • Professional development and career growth opportunities
  • Hybrid working
  • The chance to shape the future generation of financial planners
  • A collaborative and dynamic work environment

If you are a driven individual with a strong background in financial planning and a desire to make an impact by developing future financial professionals, we want to hear from you.

  • Academy Training Manager

    1 week ago

    Whiteley, Hampshire, United Kingdom mbf Full time

    Academy Manager - Financial Planning and DevelopmentAre you a seasoned professional in financial planning with a passion for nurturing the next generation of financial planners? We are excited to present an opportunity for a dynamic and skilled Academy Manager to join a leading financial services firm and play a pivotal role in the growth and development of...

  • Academy Training Manager

    1 week ago

    Whiteley, Hampshire, United Kingdom mbf Full time

    Academy Manager - Financial Planning and DevelopmentAre you a seasoned professional in financial planning with a passion for nurturing the next generation of financial planners? We are excited to present an opportunity for a dynamic and skilled Academy Manager to join a leading financial services firm and play a pivotal role in the growth and development of...

  • Financial Planning Coordinator

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Fareham is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity to work with a highly regarded company that prides itself on its amazing culture and provides excellent support for career growth.Key Benefits:Competitive...

  • Financial Planning Coordinator

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Fareham is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity to work with a highly regarded company that prides itself on its amazing culture and provides excellent support for career growth.Key Benefits:Competitive...

  • Financial Planning Coordinator

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Fareham is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.About the RoleThe successful candidate will be responsible for providing...

  • Financial Planning Coordinator

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Fareham is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.About the RoleThe successful candidate will be responsible for providing...

  • Financial Planning Specialist

    3 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for a skilled professional to develop their career in financial planning within a prestigious firm.About the RoleThis Paraplanner position is based in our head office in Whiteley and involves working in a strong...

  • Financial Planning Specialist

    3 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for a skilled professional to develop their career in financial planning within a prestigious firm.About the RoleThis Paraplanner position is based in our head office in Whiteley and involves working in a strong...

  • Financial Planning Specialist

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for a skilled professional to develop their planning career within a prestigious firm.About the RoleThis Paraplanner position is based in our head office in Whiteley and involves working in a strong team-focused...

  • Financial Planning Specialist

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for a skilled professional to develop their planning career within a prestigious firm.About the RoleThis Paraplanner position is based in our head office in Whiteley and involves working in a strong team-focused...

  • Financial Planning and Analysis Accountant

    3 weeks ago

    Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Financial Planning and Analysis AccountantWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our team at Venture Recruitment Partners. As a key member of our finance team, you will play a crucial role in supporting the growth and success of our clients.Key Responsibilities:Support the preparation of the budget and 3-year...

  • Financial Planning and Analysis Accountant

    3 weeks ago

    Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Financial Planning and Analysis AccountantWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our team at Venture Recruitment Partners. As a key member of our finance team, you will play a crucial role in supporting the growth and success of our clients.Key Responsibilities:Support the preparation of the budget and 3-year...

  • Financial Planning Coordinator

    2 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for an IFA AdministratorAn exciting opportunity has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning. The company prides itself on its amazing culture and is looking for a friendly individual to join their team based in Fareham.This is an established company with a...

  • Financial Planning Coordinator

    2 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for an IFA AdministratorAn exciting opportunity has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning. The company prides itself on its amazing culture and is looking for a friendly individual to join their team based in Fareham.This is an established company with a...

  • Financial Planning and Analysis Accountant

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our team at a leading wealth management firm. As a key member of the financial team, you will play a crucial role in supporting the company's growth and success.Key ResponsibilitiesSupport the preparation of the budget and 3-year forecast, including variance...

  • Financial Planning and Analysis Accountant

    4 weeks ago

    Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our team at a leading wealth management firm. As a key member of the financial team, you will play a crucial role in supporting the company's growth and success.Key ResponsibilitiesSupport the preparation of the budget and 3-year forecast, including variance...

  • Portfolio Director

    2 days ago

    Whiteley, Hampshire, United Kingdom 00139 LEIDOS INNOVATIONS UK LTD. Full time

    Job Title: Portfolio DirectorJob Summary:We are seeking a highly skilled and experienced Portfolio Director to join our team at Leidos. As a key member of our leadership team, you will be responsible for defining and executing the strategy for our portfolio, driving growth and innovation, and building strong relationships with our customers and...

  • Portfolio Director

    2 days ago

    Whiteley, Hampshire, United Kingdom 00139 LEIDOS INNOVATIONS UK LTD. Full time

    Job Title: Portfolio DirectorJob Summary:We are seeking a highly skilled and experienced Portfolio Director to join our team at Leidos. As a key member of our leadership team, you will be responsible for defining and executing the strategy for our portfolio, driving growth and innovation, and building strong relationships with our customers and...

  • Financial Planning Coordinator

    3 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for an IFA AdministratorAn exciting opportunity has arisen for an experienced IFA administrator to join a highly regarded IFA firm in Fareham. The company prides itself on its amazing culture and is looking for a friendly individual to join their team.About the RoleThis is an established company with a strong focus on learning and...

  • Financial Planning Coordinator

    3 weeks ago

    Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    Exciting Opportunity for an IFA AdministratorAn exciting opportunity has arisen for an experienced IFA administrator to join a highly regarded IFA firm in Fareham. The company prides itself on its amazing culture and is looking for a friendly individual to join their team.About the RoleThis is an established company with a strong focus on learning and...