Rockefeller Philanthropy Advisors is looking for an AFP Manager to provide technical leadership and client advisory expertise. This remote role offers a unique blend of managing a team of specialists, building trusted client relationships, and contributing to strategic growth, all within a supportive and values-driven environment.
What You'll Do
- 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 partnerships.
- Provide expert financial planning advice, leveraging deep technical knowledge and regulatory expertise.
- Support the development of new client relationships to contribute 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.
What We're Looking For
- FCA Certified and Registered Statement of Professional Standing (SPS).
- QCF Level 4 (minimum) with strong technical expertise in financial planning products and services.
- Previous experience as a Paraplanner or Financial Planner, with proven leadership of paraplanners or advisory teams.
- Strong relationship management skills with the ability to influence, persuade, and engage at all levels.
- Excellent communication skills with the ability to write detailed reports and deliver impactful presentations.
- Resilient, adaptable, and positive outlook, with the ability to thrive under pressure and prioritise effectively.
- Commercially minded, with a solid understanding of regulatory compliance, procedures, and industry best practices.
Team & Environment
You will lead a team of Financial Planning Specialists and work closely with Assistant Financial Planners and senior leaders.
Benefits & Compensation
- Competitive basic salary up to £80,000 (depending on experience).
- Death in Service and Critical Illness cover.
- Private Medical Insurance.
- EAP assistance for employee wellbeing.
- Christmas to New Year gifted leave.
- Long service awards and sabbatical opportunities.
- Paid CII examinations with financial and study support.
- Ride-to-Work scheme and Season Ticket Loan.
- Regular company social events.
Work Mode
This is a remote position for candidates based in the United Kingdom.
Rockefeller Philanthropy Advisors is an equal opportunity employer.
