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Senior Financial Adviser & Team Lead
Job summary
A recruitment agency is seeking a Senior Financial Adviser & Team Lead to provide expert financial advice and lead a team. This home-based role offers an attractive salary package and requires proven experience and leadership in a financial services environment. Ideal candidates will be Level 4 qualified or higher. Your responsibilities will include mentoring advisers and driving team performance while ensuring compliance.
Qualifications
- Minimum Level 4 qualified and ideally Chartered or close to achieving.
- Proven experience delivering high-quality financial advice to clients.
- Demonstrated leadership experience, ideally within a financial services environment.
Responsibilities
- Provide tailored financial advice to clients.
- Lead, mentor, and develop a team of advisers.
- Oversee compliance and regulatory standards.
- Drive business development and client acquisition.
- Collaborate with senior management on strategic direction.
Skills
Education
Senior Financial Adviser & Team Lead — Home Based — c.£80,000+ Benefits
Our client is looking for an experienced Senior Financial Adviser & Team Lead to join their growing firm. This is a unique opportunity for someone who can both provide expert financial advice to clients and lead a talented team of advisers to success.
As a Senior Financial Adviser & Team Lead, you\'ll combine your passion for helping clients achieve their financial goals with your ability to inspire and manage a team. You\'ll play a key role in shaping their financial advisory services, ensuring exceptional client experiences, and driving team performance.
- Provide tailored financial advice to a portfolio of clients, covering investments, pensions, insurance, and other financial planning areas.
- Lead, mentor, and develop a team of financial advisers to achieve individual and team targets.
- Oversee compliance and regulatory standards across the team\'s activities.
- Drive business development and client acquisition strategies.
- Collaborate with senior management to shape strategic direction and improve advisory processes.
- Minimum Level 4 qualified and ideally Chartered or close to achieving.
- Proven experience delivering high-quality financial advice to clients.
- Demonstrated leadership experience, ideally within a financial services environment.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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