Financial Planning Manager

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