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Senior Manager (TB-1092)

£60000 - £70000 + Benefits and Bonus (100k OTE)

Position: Senior Manager (Financial Advisory)

Location: Leeds

Salary: £60,000 - £70,000 plus benefits and bonus (£100,000 OTE)

Our Client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 4 decades. With substantial backing from one of Europe’s most recognised Financial Solutions providers, the company continues to grow. As a result, the firm have the opportunity for a Senior Manager to join their Leeds team. The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom.

The Role

  • You will be responsible for managing a team of circa 15/20 qualified, regulated Financial and Corporate Advisers, where they have successful financial services professionals who offer both private and corporate advice.
  • The Advisers are responsible for providing financial advice across a wide geographical area.
  • You will work closely with the administration department to ensure all objectives are met.
  • You will be expected to develop and maintain a good working relationship with the Corporate Advice Team to maximise opportunities for the Private Client Advisers.
  • You will develop objectives, business plans and targets for the individual members of the team and deliver results as agreed with the Regional Manager.
  • Responsible for developing, coaching and motivating the Advisers ensuring performance targets and company standards within the FCA regulatory framework are achieved, and undertaking performance assessments throughout the year.
  • Ensure delivery of Personal Development Analysis, the company’s Training & Competence Scheme and monitoring of Advisers CPD.
  • Responsible for your own Continuing Professional Development.
  • Work with the Regional Manager to formulate plans and develop marketing and prospecting objectives.
  • Help with recruiting and retaining new and existing Financial Advisers.

About You

  • Minimum 5 years’ experience in a managerial role in either Banking, Financial Advice or Wealth Management 
  • Diploma in Financial Planning as a minimum.
  • J07 – Supervision in a Regulated Environment (requirement to pass in 12 months if not already held).
  • Proven success as a business leader with commercial and organisational awareness.
  • Excellent knowledge and practical experience of advisory process within financial services.
  • Strong leadership, coaching and management skills.
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: