Financial Planning Business Manager

  • Location

    Bridgend, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:


  • Salary:

    £35000 - £40000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Startdate:


  • Consultant:


We are currently working with a fully Independent and growing Financial Planning practice in Bridgend to recruit a Business Manager. The company have a strong reputation in the area, they grow though client referrals and their good name in the market.

Due to continued growth and increased business, the company is now looking to review their business plan and 'take their company to the next level'. They are looking for a Business Manager who can work directly with the Managing Director to review, develop and improve their overall business strategy.

Some of the duties involved will be -

  • Working with the MD to prepare and facilitate the company for further expansion
  • Review all templates and internal systems
  • Recruitment and working with existing staff to provide training and support

To be considered you should be Level 4 qualified as a minimum and will have worked within a similar position. Ideally, you will have worked within a client facing position previously although not essential.