Senior planner Work, Jobs in Trentham, Sts (with Salaries)

Practice Director
Paton-Feaver Chartered Financial Planners —Shifnal
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- Financial services
Quick apply
3d
Senior Logistics Manager
Holcim —Stoke-on-Trent
- Employee discount
1d
Senior Planner
JCB —Rocester
- Full-time
- Analysis skills
- Communication skills
- Gym membership
Operations Manager
Haughton Hall Hotel —Shifnal
- £30,000 - £34,000 a year
- Full-time
- Management
- Sales
- Customer service
- Free parking
- Employee discount
Quick apply
5d
CRM Lead – LiveScore Bet
LiveScore Group —Stoke-on-Trent
- Hybrid work
- Marketing
- Time management
Quick apply
12d
Purchasing Executive/Planner - Chinese Speaking
British Ironwork Centre —Telford
- £30,000 - £40,000 a year
- Full-time
- ERP systems
- Microsoft Office
- Analysis skills
Quick apply
1d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
9d
Specialist Sustainability
Sibelco —Congleton
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Estimator
JN Bentley —Shifnal
- Full-time
- Civil engineering
- Contracts
- IT
Quick apply
Associate Commissioning Panel Chair
Egis —Stafford
- Overtime
- Travel
- Leadership
- Communication skills
10d

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Practice Director

Paton-Feaver Chartered Financial Planners
Shifnal

Quick apply

Job details

Permanent | Full-time
£45,000 - £55,000 a year
3 days ago

Benefits

Company pension
On-site parking

Qualifications

Financial planning
Management
Supervising experience
Financial services
Leadership

Full job description

Overview

Paton Feaver Ltd is an established and growing St. James's Place Partner Practice seeking an experienced Practice Director to lead the next phase of business growth.

This role provides operational, commercial and people leadership across the practice, ensuring strong financial performance, exceptional client outcomes, regulatory compliance, and a high-performing culture.

Key Responsibilities

Strategic & Commercial Leadership

Develop and deliver the practice growth strategy alongside the Practice Principal.
Identify opportunities for business growth, adviser recruitment, succession planning and acquisitions.
Drive revenue growth, profitability, adviser productivity and client value.
Manage budgets, performance reporting and cost optimisation.
Ensure client retention and maximise ongoing and initial advice fee income.

Operational Management

Lead day-to-day practice operations, including client onboarding, business processing and case management.
Implement systems, technology and process improvements to support scalable growth.
Maintain effective oversight of CRM utilisation, management information and workflow management.
Manage third-party suppliers and service providers to ensure value for money and operational effectiveness.
Lead projects and business change initiatives.

People Leadership

Lead, develop and performance manage advisers, Practice Support Specialists and outsourced support teams.
Create a high-performance, client-focused culture.
Conduct regular one-to-ones, training and development reviews.
Ensure resources are deployed efficiently and succession plans are in place.
Support the Practice Principal at client events and business development activities.

Governance & Compliance

Ensure compliance with FCA regulations, SJP governance requirements and internal policies.
Maintain oversight of advice standards, risk management, controls and professional development requirements.
Support Chartered status standards and ongoing regulatory obligations.

Client & Stakeholder Management

Deliver an exceptional client experience.
Build strong relationships with clients, introducers, the SJP Field Management Team and key suppliers.
Drive client engagement, referral activity and effective internal communication.
Act as an escalation point for operational, client and team issues.

Candidate Profile Experience

Senior leadership experience within Wealth Management, Financial Planning or Financial Services.
Proven track record of driving business growth, operational improvement and commercial performance.
Experience working within a regulated environment.

Qualifications

Level 4 Diploma (DipPFS or equivalent) essential.
Chartered status desirable.

Skills & Attributes

Strategic and commercial mindset.
Strong leadership and stakeholder management skills.
Financial and operational management expertise.
Excellent communication and decision-making ability.
High integrity, resilience and professionalism.
Strong organisational, prioritisation and conflict-resolution skills.
Client-focused with a growth-oriented approach.

Success Measures

Revenue and profit growth.
Growth in Assets Under Management (AUM).
Adviser productivity and team performance.
Client retention and satisfaction.
Positive compliance and audit outcomes.
Staff retention and engagement.
PQS performance and business quality measures.

Pay: £45,000.00-£55,000.00 per year

Benefits:

Company pension
On-site parking

Work Location: Hybrid remote in Shifnal TF11 8NA

Quick apply

Refine Your Search

senior planner jobs in trentham, sts

Practice Director

Senior Logistics Manager

Senior Planner

Operations Manager

CRM Lead – LiveScore Bet

Purchasing Executive/Planner - Chinese Speaking

Paraplanner

Specialist Sustainability

Estimator

Associate Commissioning Panel Chair

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