AFP Manager (Remote - UK)

Posted 2025-08-23
Remote, USA Full Time Immediate Start
<p>This position is posted by Jobgether on behalf of Quarsh. We are currently looking for an AFP Manager in United Kingdom.</p><p>As AFP Manager, you will lead a team of financial planning specialists, providing technical expertise, guidance, and leadership while acting as a trusted advisor to clients. This role combines management, relationship building, and hands-on financial planning, offering the chance to influence strategy, support client ambitions, and ensure compliance with the highest professional standards. You will play a pivotal role in shaping long-term financial outcomes, mentoring junior colleagues, and building lasting client relationships within a supportive and values-driven environment.</p><p><strong>Accountabilities:</strong></p><ul> <li>Lead and manage a team of Financial Planning Specialists, ensuring the quality and accuracy of all client advice.</li> <li>Act as the primary relationship manager for clients, fostering strong and trusted long-term relationships.</li> <li>Provide expert financial planning advice, leveraging deep technical knowledge and regulatory expertise.</li> <li>Support the development of new client relationships, contributing to business growth.</li> <li>Work closely with Assistant Financial Planners and senior leaders to ensure processes align with governance and compliance standards.</li> <li>Mentor and coach junior team members, serving as a role model and championing their professional development.</li> </ul><p><strong>Requirements</strong></p><ul> <li>FCA Certified and Registered Statement of Professional Standing (SPS).</li> <li>QCF Level 4 (minimum) with strong technical expertise in financial planning products and services.</li> <li>Previous experience as a Paraplanner or Financial Planner, with proven leadership of paraplanners or advisory teams.</li> <li>Strong relationship management skills with the ability to influence, persuade, and engage at all levels.</li> <li>Excellent communication skills with the ability to write detailed reports and deliver impactful presentations.</li> <li>Resilient, adaptable, and positive outlook, with the ability to thrive under pressure and prioritise effectively.</li> <li>Commercially minded, with a solid understanding of regulatory compliance, procedures, and industry best practices.</li> </ul><p><strong>Benefits</strong></p><ul> <li>Competitive basic salary up to £80,000 (depending on experience).</li> <li>Death in Service and Critical Illness cover.</li> <li>Private Medical Insurance.</li> <li>EAP assistance for employee wellbeing.</li> <li>Christmas to New Year gifted leave.</li> <li>Long service awards and sabbatical opportunities.</li> <li>Paid CII examinations with financial and study support.</li> <li>Ride-to-Work scheme and Season Ticket Loan.</li> <li>Regular company social events.</li> </ul><p> </p><p><br> Jobgether is a Talent Matching Platform that partners with companies worldwide to connect top talent with the right opportunities using AI-driven job matching.</p><p>When you apply, your profile goes through our AI-powered screening process designed to identify strong candidates efficiently and fairly.<br> 🔍 Our AI carefully reviews your CV and LinkedIn profile, analyzing your skills, experience, and achievements.<br> 📊 It then compares your profile against the job’s requirements and historical success factors to calculate a match score.<br> 🎯 The 3 candidates with the highest match scores are automatically shortlisted.<br> 🧠 If needed, our human team may conduct a manual review to ensure no exceptional profile is overlooked.</p><p>The process is transparent, skills-focused, and free of bias — assessing only your fit for the role. Once the shortlist is ready, it is shared directly with the hiring company, who then decide on next steps such as interviews or assessments.</p><p>Thank you for your interest!</p><p></p><p>#LI-CL1</p>
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