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Management and Executive



Type of Position: Senior Financial Planning Manager
Pay: £45-50K

Senior Financial Planning Manager

Our client has an exciting opportunity for a Financial Planning Manager to join their team. You will be working with their Financial Advisor team. This role involves liaising with clients, understanding their needs, researching products and providers, liaising with the Paraplanners and presenting the findings and recommendations to the client to meet their needs.


Key Responsibilities:

  • Contacting clients and arranging meetings
  • Conducting an in-depth review of the client’s circumstances both current and future aims
  • Analysing information and preparing plans to suit client’s requirements
  • Completing risk analyses
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Communicating clearly with clients and colleagues
  • Preparing and maintaining client files to a suitable compliance standard
  • Ensuring all compliance paperwork is present
  • Assisting in providing technical support
  • Coaching of team members
  • Complying with company standards and KPI requirements


The ideal candidate:

  • Will have excellent organisational skills
  • Will have the ability to work on own initiative and plan own workload
  • Will have a thorough understanding of all compliance regulations
  • Will have decision-making skills
  • Will be able to use their initiative based on the findings of their research
  • Must be Level 4 Diploma qualified
  • Can demonstrate excellent written and verbal communication skills
  • Will have excellent computer skills
  • Will be able to work as a team
  • Can demonstrate initiative and be able to follow procedure and instruction
  • Will be confident to speak with clients and deal with senior staff
  • Will be able to work under pressure and to deadlines
  • Will be reliable and produce accurate work
  • Will have good business judgment


If you are interested in this position, please email your CV to 

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