JOIN CHESTER ROSE FINANCIAL PLANNING LTD. AS OUR NEW FINANCIAL PLANNER MANAGER (IFA MANAGER)

(We are a regulated financial advice firm, and this role is about managing a team of financial planners. This is not a corporate finance, accounting, or FP&A position)

FULL-TIME | COMPETITIVE SALARY | 26 DAYS HOLIDAY | DEATH IN SERVICE | HEALTH & WELLNESS PROGRAMME

Are you an ambitious leader with a background in financial planning/financial advice? Are you ready to mentor a team, drive growth, and shape the future of financial planning at Chester Rose?
We’re looking for a Financial Planner Manager to lead our planners, oversee paraplanning, and ensure smooth collaboration across the business. This is an exciting opportunity for someone who wants to get stuck in, make an impact, and take ownership in a high-growth, client-first environment.

You’ll lead and support our planning function, including:

• Leading, mentoring, and developing a team of financial planners.
• Overseeing paraplanning (via the Head of Paraplanning) and working closely with admin teams.
• Driving business distribution and supporting planners with client acquisition and retention.
• Acting as a spokesperson for planners, representing their voice to senior leadership.
• Contributing directly to business writing, bringing strong experience as a Financial Planner.