Financial Planning Manager – Cardiff – Ref 12748

  • Employed
  • Cardiff

ref 12748

up to £100,00 + benefits

Salary – up to £100,000 + Benefits (dependent on experience)
Our client is a prestigious wealth management firm with an excellent tradition and national presence in the industry. They assist professionals, charities, private individuals and families where providing exceptional financial planning is at the core of their business.
This is an exciting opportunity to join the firm and manage an expert team of Financial Advisers in the Welsh capital where you’d be implementing an effective business plan to administer growth and increase the company’s presence in the region.
Management is at the core of the role and this is a wonderful opportunity for someone to come on board and create a successful vision to develop the office.
Key responsibilities:
• To design, implement and execute an annual Business Plan for the team
• To develop new business and new client relationships
• Preserve and develop existing client relationships
• Recruit and develop new advisers and encourage talent
• Take the lead in marketing and business development adventures
• Expected to work in partnership with the company Management and Leadership team
This position is seen as an important facet of growing the company’s presence within south Wales where strategic planning will assist with creating opportunities and developing the Financial Planning team.
Thus, in consideration, our client expects the successful individual to be at least Level 4 Diploma qualified in Financial Advice, with extensive experience as a successful Financial Adviser and further experience in a Management capacity with proven results in growing and developing a business along with managing a successful team of Advisers.
In return the successful individual will receive a salary of up to £100,000 with benefits (dependent on experience) with the chance to assist in the growth of a regional office. To discuss this role in more detail, please contact Ryan Bartlett at Recruit UK on 01179170410 (Please quote reference –12748).

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