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The Financial Planning Manager position offers an opportunity to join a growing independent financial planning firm in the UK. The firm is expanding through organic growth and acquisitions of independent financial advisor (IFA) client banks. The successful candidate will lead a team of Financial Advisors, providing essential support to help them meet and surpass their targets. The role encompasses both management and training and competency (T&C) responsibilities, ensuring the team operates effectively and adheres to industry standards.
This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks.
You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities.
You sh…
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