Solid Recruitment are seeking a Financial Planning Manager to lead, inspire, and grow a high-performing advice team. This is a chance to make a big impact while managing and developing a client book in a forward-thinking firm.
The Role of Financial Planning Manager
- Lead and coach financial planners
- Manage and grow an existing client book
- Identify and convert new business opportunities
- Develop strategies to improve efficiency and client outcomes
- Evolve the firm’s advice proposition
- Collaborate with the CEO and senior leadership team
- Oversee performance, budgets, and forecasts
- Ensure compliance with FCA regulations
What You’ll Bring as a Financial Planning Manager
- Excellent communication, leadership & management skills
- Must be Diploma Level 4 Qualified
- Proven experience building profitable client books
- Strong relationships with professionals (e.g. accountants)
- Ability to recruit, lead & motivate teams of varied experience
- Budget creation & accurate forecasting expertise
- Performance management & tracking against targets
- Strong business knowledge & commercial acumen
- Skilled in project & financial management
- Collaborative approach with cross-functional teams
Behaviours We Value
- Positive, inclusive leadership style
- Strong client relationship skills
- Organised, adaptable & solutions-driven
- Confident communicator & presenter
Why Apply?
- Salary £80k circa
- OTE £120k
- Excellent benefits package
- Brighton-based HQ
- Senior leadership role with influence
