Job Description

My client is currently looking for Regional Financial Planning Manager to join their team in the Lake District.
The overall purpose of this role is to provide financial planning advice and solutions to clients, delivering high quality advice and service, whilst leading a team of Financial Planners.
The Role

• Provide independent financial planning advice to new and existing clients
• Leading and supervising/managing a team of Financial Planners in terms of both performance management and training & competence
• Ensuring high quality advice is given by all team members and ensuring support is provided where required
• Identifying training/coaching needs of team members and providing coaching and support where appropriate
• Leading the recruitment process when required for new team members
• Actively contributing to the strategy and day to day running of the financial planning team
• Ensuring high quality ongoing advice is provided to all review clients
• Identifying opportunities to refer clients to the wide business
• Maintaining and developing technical knowledge relevant to role
• Building and maintaining business relationships with key potential introducers

The Candidate

• Level 4 qualified
• Experience of giving advice and managing of a team of Advisors in an IFA environment

Why you should apply:

• This is an opportunity to join a well-established wealth management practice with a supportive professional services practice that has significant lead opportunity
• Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region
• Competitive starting salary, bonus structure and package
• Flexible working, with structured career and professional development initiatives.

This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Skills Required