Personal Financial Planning Manager - £65k

£65,000 yearly
  • ICAEW
  • 06/10/2021
Full time Financial Planner

Job Description

To work with the Head of Personal Financial Planning by providing day-to-day oversight of all activity relating to the Personal Financial Planning (‘PFP’) Community

  • The design and delivery of all PFP Community activity, including webinars, newsletters and events, ensuring year-on-year growth in engagement.
  • Generating year-on-year growth in commercial income through third party content partnerships, working closely with colleagues in Professional Standards and Commercial to ensure that all partnerships are suitable from a reputational and regulatory perspective.
  • Acting as a liaison between colleagues across ICAEW, members of the PFP Community and other stakeholders on technical and regulatory issues
  • Working closely with colleagues in the Practice team to inform the support provided to Member Firms on how to grow their private client advisory business.
  • Supporting ICAEW’s work on Reputation & Influence, primarily as it relates to tax policy and the impact of fiscal changes on financial planning. 
  • Specific duties will vary from time to time in line with the business needs.

 

Candidate profile

The successful candidate will possess the following skills, attributes, and experience:

  • Personal financial planning specialist with appropriate professional qualification 
  • Professional experience in PFP/ private client/wealth management
  • Proven experience of building successful relationships at all levels
  • Strong project management skills and proven ability to deliver
  • Good communicator and confident public speaker
  • Excellent inter-personal, negotiating and collaborative skills, with the ability to motivate and inspire project teams as well as wider stakeholders
  • A proven team player with a collaborative working style

• Please mention Financial Planning Today Jobs when applying for this role •