Financial Planning Manager

Essential Personnel
Wilmslow, UK
14 Aug 2019
22 Aug 2019
Contract Type
Full Time
Do you want to be part of seeing a company grow by nearly 5 times over the next 10 years?

You'll be working directly with the Managing Partner of a wealth management company, responsible for motivating and coaching a growing team of financial planners, to help the company meet its goal of managing £4 billion of assets in the next 10 years.This a brand new position, leading the team and providing all the relevant MI reporting to the Managing Partner, and holding advisers accountable to their actions through setting achievable KPIs and targets.

You'll use your leadership skills to coach the team, and support them to advance in their careers and knowledge through professional qualifications. All the team are at least qualified to a CII Level 4 Diploma level (many are Chartered Financial Planners), and they will expect the same level of qualifications and experience from you to be sure they can trust your advice if they need to ask for help.

As well as the job satisfaction that comes from watching your team develop, you'll also get access to the company's benefits scheme that has won them local awards as a top employer, and national recognition.You can get a free breakfast every day, 33 days holiday on top of stats (which even increases with service!), and there's a 13% annual bonus based on individual and company performance to top up an already generous salary.

To learn more, click the apply button. Even if your CV isn't quite up-to-date, give Jacqui a call to have a chat and discuss what you're looking for in a bit more detail - our reference number for this job is JF123.

The legal bit

Essential Personnel Ltd are acting as an employment agency with regard to this position.

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