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Permanent

Financial Planning Manager

Patcham
money-bag 80000.00-80000.00 Annual
Posted 2 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 and 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 and motivate teams of varied experience Budget creation and accurate forecasting expertise Performance management and tracking against targets Strong business knowledge and commercial acumen Skilled in project and financial management Collaborative approach with cross-functional teams Behaviours We Value Positive, inclusive leadership style Strong client relationship skills Organised, adaptable and solutions-driven Confident communicator and presenter Why ..... full job details .....

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