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Senior Manager, up to £85K basic salary

£70000 - £85000 + Bonus and Benefits

Our Client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years. The company continues to grow and have an exciting opportunity for a Senior Manager to join them. 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
  • Competent Adviser Status – Diploma in Financial Planning
  • 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: