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Financial Planning Manager
Job Posted: 4 days ago
Salary: £ 80,000 - 85,000 / Annum
Job Type: Permanent
Location: BN1, Brighton, Brighton and Hove
Expire in: 23 days
Job Description
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 influenceBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Planning Manager job near me in BN1, Brighton, Brighton and Hove! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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