Financial Planning Team Leader

TN United Kingdom; Brighton; On-site; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Planning Team Leader to manage a talented team of Financial Planners in Brighton. This role combines leadership with client advisory responsibilities, allowing you to drive growth and influence strategic decisions within a respected firm. You will have the opportunity to bring innovative ideas to the region while benefiting from a competitive salary and bonus schemes. If you are passionate about financial planning and eager to make an impact, this is the perfect opportunity for you.

Qualifications

• Proven experience in financial planning and team management.
• Ability to provide expert advice to clients.

Responsibilities

• Lead a team of Financial Planners while advising clients.
• Influence strategic decisions and expand the firm's presence.

Skills

Financial Planning

Team Leadership

Client Advisory

Strategic Decision-Making

Education

Relevant Financial Qualification

Job description

Financial Planning Team Leader, Brighton

This role is for an experienced Financial Planner with leadership qualities, aiming to manage a team of 5 Financial Planners while continuing to provide advice to clients and expand the firm's presence in Sussex.

The successful candidate will join a well-known and respected firm with significant growth potential in the region. You will lead a team of 4 experienced Financial Planners and 1 Junior Planner, bringing energy, enthusiasm, and innovative ideas to the region.

You will report to a Partner, with the opportunity to challenge and influence strategic decisions. The role offers an above-market salary up to £[amount], along with two bonus schemes—one for business generated and another for team performance—and benefits.