Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 5 days ago

Financial Planning Manager

RGH-Global Limited607 open roles

Where
Newbury, United Kingdom, Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Planning ManagerRGH-Global Limited · Newbury, United Kingdom, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Financial Planning Manager

Location: Remote (with occasional travel to Berkshire)

Our client is looking for an experienced Financial Planning Manager to guide a group of skilled planners, enhance collaboration across departments, and help shape the next phase of growth for an ambitious, client-focused business.

This role is ideal for someone who enjoys combining leadership with hands-on financial planning, mentoring others, and playing a pivotal role in driving both performance and client satisfaction.

Key responsibilities

In this leadership role, you will:

  • Lead, coach, and develop a team of financial planners to achieve excellence in client delivery.
  • Oversee paraplanning activities (via the Head of Paraplanning) and coordinate effectively with support teams.
  • Support planners in growing and maintaining strong client relationships, ensuring a consistently high standard of advice and service.
  • Represent the planning teams perspective at senior level, helping influence business direction.
  • Contribute to business growth through your own planning expertise and client engagement.

About you

Were looking for someone who brings both technical ability and strong people leadership. Youll have:

  • Demonstrable experience managing or leading financial planners.
  • Chartered Financial Planner status (or working towards it), with a strong background in holistic financial advice.
  • Confidence in using cash flow modelling tools and working alongside technical specialists.
  • A solid foundation as a Financial Planner; an existing client portfolio would be a bonus.
  • A proactive, hands-on mindset, with a genuine passion for helping people succeed both clients and colleagues.

About the organisation

This is an opportunity to join a forward-thinking financial planning firm that believes in more than just delivering good advice its about helping clients bring their ambitions to life. The team prides itself on collaboration, professionalism, and a genuine focus on doing the right thing for every client.

Their approach combines personal service with structured, strategic planning designed to protect and grow wealth for future generations.

Whats on offer

  • Lead a talented, motivated team within a respected, values-led firm.
  • Play a key role in shaping the direction of the planning function and wider business strategy.
  • Join a culture that values initiative, trust, and collaboration.
  • Enjoy a competitive salary package with comprehensive benefits and flexibility.
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against RGH-Global Limited's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on RGH-Global Limited's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    RGH-Global Limited's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.