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Financial Planning Senior Manager

F S People
Liverpool, UK
Closing date
29 Jan 2021

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Job Details

Our client are a well-known IFA group based nationwide. Backed by one of Europe's leading financial solutions providers, this company has been a trusted source of independent financial advice for over 40 years, the company act on behalf of private clients and corporate clients alike.?

They are looking for a Senior Manager to join their team covering the Merseyside, Lancashire and Cheshire areas. As a Senior Manager, you will be working closely with and managing a team of both Private and Corporate Financial Advisers.

Some key duties for this role include:
  • To lead, manage, coach and develop the performance of teams within your management jurisdiction
  • Implement effective training and development plans for all direct reports
  • To identify advisers appropriate training and personal development needs
  • To ensure effective delivery and application of the company's Training and Competence scheme
  • To recruit and retain new and existing advisers/teams in line with the targets agreed with the Regional Manager annually
  • Ensure that all company policies, procedures and guidelines are followed
  • To comply with the FCA's Principles and demonstrate behaviour which is consistent with FCA's Statements of Principle and Code of Practice for Approved Persons

In return, they are offering a fantastic salary of £80,000-£85,000.

For this role, candidates must be DipFA and JO7 qualified with a minimum of 5 years experience in financial services managerial roles. Candidates must also have strong commercial and organisational awareness skills as well as strong leadership, coaching and management skills.
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