Back to search
Regional Financial Planning Manager
Peterborough - Midlands region
£75,000 basic, plus bonus
Reward Recruitment Limited are currently recruiting an employed Regional Financial Planning Manager for our national client, who is growing due to acquisitions.
They have a requirement for an experienced Financial Planner with proven management experience to join them and reporting directly to the Regional Director, and working/managing closely with the Regional Team. You will have an understanding of an offices P&L and their Regulatory Framework and the effect both have in respect of acquisitions. You will have detailed knowledge of the IFA sector, ideally with previous financial planning experience and, therefore, be able to effectively manage multiple concurrent tasks. Previous experience of integrations of acquisitions and/or change management desirable.
In addition, you will be required to maintain client relationships, provide clients with financial advice and make recommendations on how best to meet their goals. You will be able to research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with your recommendations. You will provide first class financial planning and advice to their clients. Due to the nature of the business, the role will evolve with business growth and include additional responsibilities considered reasonable.
I would highly recommend talking to them due to their growth plans within the Financial Services industry, as they are expanding and acquiring other firms presently.
They are offering a basic salary upto £75,000 per annum plus bonus, subject to experience.
For further information please apply to directly to Stuart at Reward Recruitment Limited or contact him directly on 0 7 7 4 7 7 8 2 9 3 4.
