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Permanent

Financial Planning Manager

Patcham
money-bag £80000 - £85000/annum Plus Excellent Benefits
Posted 4 days ago

Role:  Financial Planning Manager

Location:  Brighton

Position: Full time Permanent

Salary:  £85k circa + Excellent Benefits | OTE £140k

Solid Recruitment are seeking a Financial Planning Manager to lead, inspire, and grow a high-performing advice team. This is a chance to make a big impact while managing and developing a client book in a forward-thinking firm.

The Role of Financial Planning Manager

  • Lead and coach financial planners
  • Manage and grow an existing client book
  • Identify and convert new business opportunities
  • Develop strategies to improve efficiency and client outcomes
  • Evolve the firm’s advice proposition
  • Collaborate with the CEO and senior leadership team
  • Oversee performance, budgets, and forecasts
  • Ensure compliance with FCA regulations

What You’ll Bring as a Financial Planning Manager

  • Excellent communication, leadership & management skills
  • Must be Diploma Level 4 Qualified
  • Proven experience building profitable client books
  • Strong relationships with professionals (e.g. accountants)
  • Ability to recruit, lead & motivate teams of varied experience
  • Budget creation & accurate forecasting expertise
  • Performance management & tracking against targets
  • Strong business knowledge & commercial acumen
  • Skilled in project & financial management
  • Collaborative approach with cross-functional teams

Behaviours We Value

  • Positive, inclusive leadership style
  • Strong client relationship skills
  • Organised, adaptable & solutions-driven
  • Confident communicator & presenter

Why Apply?

  • Salary £80k circa
  • OTE £120k
  • Excellent benefits package
  • Brighton-based HQ
  • Senior leadership role with influence

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