Our Client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years. The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom. In a period of continued growth, the firm have an exciting opportunity for a Senior Manager to join them.
The Role
You will be responsible for developing and managing a team of circa 15/20 qualified, regulated Personal Wealth 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
Strong background in PI and/or Affinity Development
IFA Senior Manager, Leeds (BW-1663)
Our Client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years. The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom. In a period of continued growth, the firm have an exciting opportunity for a Senior Manager to join them.
Similar Jobs