Financial Planning Manager

Who we are :

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.

We are an organisation of consultative advisors and problem solvers.

We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

To learn more, please visit : the role : The Financial Planning Manager will lead and expand our private client advisory team.

This role is critical in providing high-quality financial advice while managing and supporting a team of four Private Client Consultants, with plans to grow and develop the team further.

The focus will be managing a portfolio of clients with immediate needs, helping to guide and support the team as they grow into future financial planning and wealth advisory roles.

Initially, the Financial Planning Manager will balance both leadership of the team and management of their personal client portfolio, ensuring excellent service delivery.

The role offers the opportunity to grow and further segment the team to focus on clients with primary or immediate needs, with a goal of developing additional teams over time to support these clients.

This structure will allow junior advisers to join and evolve into experienced financial planners and wealth advisors.

Essential Duties and Responsibilities : Team Leadership & Development Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performanceConduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generationDevelop and implement best practices for financial planning and advisory services within the teamManage team schedules, including holiday approvals and workload distribution, to ensure seamless client serviceIdentify training opportunities to keep the team updated on industry trends and regulatory changesFoster a collaborative and accountable team culture focused on excellenceFacilitate joint client calls and presentations with private client consultantsArrange training and development logisticsAnswer and guide team members on their client technical queries, positioning, and financial plansClient Management & Business Growth Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk managementDrive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance)Stay updated on market trends, investment opportunities, and legislative changes to provide clients with forward-thinking financial strategiesCollaborate with the Head of Wealth and Financial Planning and Directors of NFPIC to develop strategies that drive client engagement and business growthKnowledge, Skills and / or Abilities : Excellent interpersonal, communication, and relationship management skills.Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth.Proficiency in financial planning software, particularly VoyantEducation and / or Experience : Certified Financial Planner (CFP)Proficiency in financial planning software, particularly Voyant.A minimum of a bachelor's degree in finance, Economics, Business, or a related field.Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.Tax qualification is desirableFull driver's licenseCertificates, Licenses, Registration : none

What you'll love about us! We may be a global business, but our culture is united and truly collaborative.

We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office.

We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials.

Joining NFP means you'll get plenty of opportunities to invest in your career and personal development.

Attractions @ NFP We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working.Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how.We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets.We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work.Our inclusion and belonging initiatives and charity work form a large part of this.

NFP has an Executive Board member as well as Board made up of individuals from across our entire business dedicated to inclusion and belonging.If this sounds like something in which you are interested, please apply or contact Lucy Reed for further information. NFP and You...

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