Financial Planning Manager

3 weeks ago


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

We are seeking a skilled Financial Planning Manager to join our team in Staffordshire.

This pivotal role will bridge the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.

The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, with exposure to managing clients of all variety within wealth planning.

Key Responsibilities include supporting a team of Financial Advisers and Chartered Financial Planners, conducting data analysis and research, and streamlining processes to enhance efficiency and productivity.

A competitive salary up to £65,000 (negotiable dependent on skill-set and qualifications), pension scheme, flexible working options, and ongoing career professional development make this a unique opportunity.

Skill requirements include ability to coach and motivate a team, Level 6 Chartered or willingness to become CF30 qualified, and a passion for technical paraplanning support.


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