Financial Planning Manager

Financial Planning Manager
Leicester based
Salary up to 60,000 + OTE

Benefits:

" Competitive salary and performance-based incentives.
" 25 days holiday plus bank holidays.
" Generous non-contributory group pension scheme, commencing after three months continuous service.
" Free death in service benefit after successful completion of probationary period (subject to qualifying criteria).
" Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, gym and free parking.
" Opportunities for professional growth and development, including support to achieve chartered status.
" Collaborative and supportive work environment.
" A chance to make a significant impact in a respected independent financial advice firm.

NJR Recruitment is proud to be working in partnership with a highly regarded firm of Independent Financial Planners renowned for delivering bespoke, client-focused financial solutions, this firm operates with a deep commitment to integrity and excellence at the heart of everything they do. As part of their continued growth, our client is now looking to appoint a dynamic and experienced Financial Advice Manager. This is an exciting opportunity for a driven professional to lead and enhance the company's sales strategy, playing a pivotal role in shaping the future of the business.

The successful candidate will take a proactive leadership role in developing and executing strategic marketing initiatives to promote the firm's services-placing a strong emphasis on building professional connections and generating new business opportunities.

They will lead a team of experienced Financial Planners which will play a key role in driving the continued growth of the client base to enhance all business opportunities.

Key Responsibilities:

" Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on' approach is a must for this role.
" Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies.
" Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales.
" Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention.
" Assist in the recruitment and training of new financial advisers.
" Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies.
" Prepare and present sales reports, forecasts, and performance metrics to senior management.

Essentials:

" Proven experience of developing and executing marketing strategies within the financial services sector.
" Proficient in developing and working with professional connections.
" Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous.
" Strong understanding of financial products and services, including investments, pensions, and insurance.
" Excellent leadership and team management skills.
" Strong communication, negotiation, and interpersonal skills.
" Ability to analyse data, identify trends, and make data-driven decisions.
" Proficiency in CRM software and Microsoft Office Suite.

If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15769