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 Voyant
* Certified 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 license
Using 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)
Qualifications
* QFA essential, CFP desirable
* Experience managing people desirable.
* Experience providing financial advice to clients essential.
* Willingness to grow and foster a team.