Position Overview
Financial Services Planning Manager
Location: Leicester (our Ref AL1419)
Salary: Negotiable up to c£65,000 dep on experience + benefits
My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence. They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. The successful applicant will be CII Diploma level 4 qualified and will likely have a proven track record as a Financial Adviser. You may even be looking to sell your client bank but still want to be involved...the options are all on the table!
Job Summary: The successful candidate will provide strong day-to-day leadership to the team of IFA professionals, ensuring they operate effectively, efficiently, compliantly, and in line with commercial objectives. The role will focus on improving team pe...