Financial Planning Manager - South
Financial Planning Manager - South
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Financial Planning Manager London/South Region
About Attivo:
Attivo are Lifestyle Financial Planners.
Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.
Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
Whether youre a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.
Our culture is one of high performance continuous development and shared success. We promote from within and invest heavily in the progression of our people because when our people thrive so do our clients. Were proud to have been named one of the Professional Advisers Best Financial Advisers to Work For 2025.
About the role:
As a Financial Planning Manager you will lead a team of Financial Planners to deliver an outstanding client experience in line with our Lifestyle Financial Planning proposition. Youll play a key role in driving performance improving processes and ensuring high standards of advice and service.
A core part of the role is developing and coaching less experienced Financial Planners creating a strong talent pipeline and supporting progression towards Chartered and Fellow status. Youll work closely with Regional Directors and central teams to share best practice embed operational efficiency and help deliver Attivos ambitious growth plans.
Youll be a visible leader supporting Planner performance and income delivery identifying development needs and ensuring compliance with regulatory standards all while upholding our values and championing a high-trust high-performance culture.
About you:
Youre an experienced leader who understands what good looks like in financial planning and how to bring out the best in others. Youve successfully managed teams and delivered results but youre just as passionate about developing talent as you are about hitting targets.
Youre confident working with a range of stakeholders able to influence inspire and challenge where needed. Youre commercially minded client-focused and energised by creating an environment where planners can succeed and grow.
Youre likely to hold the Diploma in Regulated Financial Planning and be working towards Chartered status. You understand the importance of quality compliance and culture and youre ready to make a difference in a firm that values long-term thinking and long-term people.
Key Responsibilities include:
- Lead and inspire a team of Financial Planners to deliver exceptional client outcomes and a consistent service proposition.
- Coach and develop less experienced planners creating clear progression pathways and supporting their journey to Chartered and Fellow status.
- Drive team performance to meet income targets KPIs and quality standards.
- Collaborate with Regional Directors and support teams to share best practice and ensure joined-up service delivery.
- Monitor advice activity ensure regulatory compliance and uphold the highest professional standards.
- Support the recruitment onboarding and integration of new planners and acquisition teams.
- Provide insightful performance reporting to leadership and contribute to strategic planning.
- Foster a high-trust high-performance culture that reflects Attivos values and commitment to continuous improvement.
- Champion technology adoption to improve efficiency and free up time for meaningful client engagement.
Essential skills and experience:
- Diploma in Regulated Financial Planning (Level 4)
- Proven experience in leading or managing a team of Financial Planners
- Strong coaching and mentoring skills particularly with less experienced professionals
- Track record of achieving revenue targets and delivering KPIs
- High level of business acumen and strategic thinking
- Strong organisational communication and leadership skills
Desirable skills and experience:
- Chartered or working towards Chartered Financial Planner status
- Supervisory qualifications (e.g. J07 or AF6)
- Experience with Intelliflo and cashflow modelling tools
- Knowledge of T&C frameworks and professional development pathways
Salary and benefits:
Up to 85000 depending on experience and qualifications.
Attivo also offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance rising with length of service
- Work from home and flexible working available
- Parking allowance for employees who live over 1.5 miles away from the office
- Excellent culture promoting employee wellbeing and engagement
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but is not limited to adverse financial history criminal records UK directorship and disqualifications check.
Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.
If we have received your details in response to a recruitment initiative we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and ultimately recruit you.
We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo we will retain that information and any information relating to that matter in case of future reference or queries.
Unless you request otherwise we may also contact individuals you have referred to us for example referees. We will only do this with your express permission.
Please visit our website to view our full privacy policy for prospective employees.
Required Experience:
Manager
Employment Type
Full-Time
