Advisor Manager

Cavendish Maine; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm is looking for an experienced Manager to lead a team of Financial Advisors. This remote role allows for flexibility while ensuring high service standards. Candidates should have a Level 4 Diploma in Financial Advice and experience managing a team, along with strong technical knowledge in financial planning. Responsibilities include coaching Advisors and monitoring performance. This position is ideal for those looking to transition into management without losing touch with technical aspects.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Team management skills

Coaching and mentoring

Strong technical knowledge

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