AFP Manager - Remote

Overview

This position is posted by Jobgether on behalf of Quarsh. We are currently looking for an AFP Manager in United Kingdom.

In Short

• Lead and manage a team of Financial Planning Specialists, ensuring the quality and accuracy of all client advice.
• Act as the primary relationship manager for clients, fostering strong and trusted long-term relationships.
• Provide expert financial planning advice, leveraging deep technical knowledge and regulatory expertise.
• Support the development of new client relationships, contributing to business growth.
• Work closely with Assistant Financial Planners and senior leaders to ensure processes align with governance and compliance standards.
• Mentor and coach junior team members, serving as a role model and championing their professional development.

Requirements

• Experience in financial planning and team management.
• Strong relationship-building skills.
• In-depth understanding of financial regulations and compliance.
• Proven ability to mentor and develop junior staff.
• Excellent communication and interpersonal skills.

Benefits

• Opportunity to influence strategy and client outcomes.
• Supportive and values-driven work environment.
• Professional development and mentoring opportunities.
• Competitive salary and benefits package.