Financial Services Planning Managerat North Oak Recruitment
NNorth Oak RecruitmentLeicester
LeicesterFull TimeOn-sitePermanent
annual salary£45,000 – £65,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join North Oak Recruitment as a Financial Services Planning Manager and elevate your career in Leicester! With a focus on delivering bespoke financial solutions, you’ll be part of a dynamic team that values client satisfaction and professional growth.
what you'll get
competitive salarySalary negotiable based on experience.
what you'll be doing
1Client ConsultationEngage with clients to understand their financial needs and provide tailored advice.
2Financial PlanningDevelop comprehensive financial plans that align with client goals.
3Team LeadershipLead a team of financial advisers to enhance service delivery.
4Regulatory ComplianceEnsure all financial advice adheres to industry regulations and standards.
what you'll need
experience5+ years in financial services
hoursFull Time
startASAP
LeadershipAnalyticalCommunicationFinancial ExpertiseClient Focus
North Oak Recruitment is hiring a Financial Services Planning Manager in Nottingham. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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