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Senior Financial Planning Manager
7 October by Recruitment Works
Full Time (35 hrs/wk)
Reference ID: 224050
Duration:
Permanent
Salary: To be advised
End Date: 11 Dec 2026
Job Description
We are seeking a qualified Senior Financial Planning Manager for a growing independent financial services business.
Your responsibilities will include:
- Managing client portfolios and providing regulated financial advice.
- Driving business growth and developing client relationships.
- Maintaining strong technical knowledge of financial products.
Preferred qualifications include Level 4 CII, CISI, LIBF or equivalent, along with significant regulated advice experience.
