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Financial planning manager

Axiom Consultants
Financial planning manager
Posted: 17 October
Offer description

Our client is a looking for a Financial Planning Manager who will lead and expand their private client advisory team. This role is critical in providing high-quality financial advice while managing and supporting a team of four Private Client Consultants, with plans to grow and develop the team further. The focus will be managing a portfolio of clients with immediate needs, helping to guide and support the team as they grow into future financial planning and wealth advisory roles.Requirements:Excellent interpersonal, communication, and relationship management skills.Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth.Proficiency in financial planning software, particularly VoyantCertified Financial Planner (CFP)Proficiency in financial planning software, particularly Voyant.A minimum of a bachelor's degree in finance, Economics, Business, or a related field.Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.Tax qualification is desirable.Full driver's licenseUsing your skills, you will be:Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance.Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation.Develop and implement best practices for financial planning and advisory services within the team.Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service.Identify training opportunities to keep the team updated on industry trends and regulatory changes.Foster a collaborative and accountable team culture focused on excellence.Answer and guide team members on their client technical queries, positioning, and financial plans.Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management.Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance)QualificationsQFA essential, CFP desirableExperience managing people desirable.Experience providing financial advice to clients essential.Willingness to grow and foster a team.

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