Advisor Manager

Cavendish Maine; Bath; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A growing Financial Planning firm is searching for an experienced Manager in Bath to lead a team of 10-15 Financial Advisors. This role balances management responsibilities with the opportunity to utilize technical financial knowledge. Ideal candidates will hold a Level 4 Diploma in Financial Advice and have previous experience managing a team. The role allows for remote work with occasional visits to the office in Bristol, ensuring quality service to clients is maintained.

Qualifications

• Must hold the Level 4 Diploma in Financial Advice.
• Experience as a Financial Advisor or Senior Paraplanner is essential.
• Prior team management experience preferred.

Responsibilities

• Manage and supervise a team of Financial Advisors.
• Provide coaching and support for team development.
• Monitor KPIs to ensure high service standards.
• Be the first point of contact for issues and complaints.

Skills

Team management

Coaching and mentoring

Financial advising

Technical knowledge of financial planning

Education

Level 4 Diploma in Financial Advice

Job description

Job Description

The Company

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience.

This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge.

The Role

• Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients.
• Provide coaching and mentoring to developing Advisors.
• Support the growth and development of the team.
• Set and monitor KPIs.
• Be the key point of contact regarding any issues, complaints or concerns.

The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month.

The Candidate

• Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner.
• Previous experience managing a team would be preferred.
• Strong technical knowledge with a solid understanding of the Financial Planning process and regulations.

The Package

Salary up t...