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Senior Manager, Basingstoke (TB-1240)

£70000 - £85000 + Bonus and Benefits

Role: Senior Manager

Location: Basingstoke

Package: Up to £85,000 + Bonus + Benefits

Our client is a well-known and established wealth management firm who have offered independent financial advice for more than 40 years. The company provide holistic, tailored advice to both individual and corporate clients across the United Kingdom. In a period of continued growth, the firm now have an exciting opportunity for a Senior Manager to join and lead the Basingstoke team. 

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
Location: 
Basingstoke
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
TB-1240