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Permanent

Financial Services Planning Manager

North Oak Recruitment Ltd
Leicester
money-bag £45000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127757700

Financial Services Planning ManagerLocation: Leicester (our Ref AL1419)Salary: Negotiable up to c£65,000 dep on experience + benefitsMy client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence. They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. The successful applicant will be CII Diploma level 4 qualified and will likely have a proven track record as a Financial Adviser. You may even be looking to sell your client bank but still want to be involved - the options are all on the table.Job Summary: The successful candidate will provide strong day-to-day leadership to the team of IFA professionals, ensuring they operate effectively, efficiently, compliantly, and in line with commercial objectives. The role will focus on improving team performance, maintaining high professional standards, supporting development and accountability, and delivering sustainable profitable growth through excellent client outcomes and well-managed operations. Key Responsibilities: Lead, manage, and support the adviser team to ensure strong performance, clear accountability, and consistent achievement of business and client service objectives.Drive improvements in team effectiveness and efficiency by embedding clear processes, performance management, and best practice across the ..... full job details .....

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