Lead Financial Planner: HNW Clients & Team Development

Clayton Davies; Marlow; On-site; GBP 70,000 - 110,000; Full time

Job summary

Clayton Davies is acting as an employment agency on behalf of a highly regarded wealth management business in Marlow seeking a Financial Planning Team Leader. This role blends people management with advanced financial planning for a select book of High-Net-Worth clients.

You will lead and coach a team of Financial Planners, conduct development meetings, and partner with Compliance, HR and Growth to drive performance and best-in-class client outcomes.

Qualifications

• Chartered Financial Planner status is required.
• 5+ years' experience as an Independent Financial Adviser.
• Strong knowledge across pensions, investments, protection and planning.
• Experience working with High-Net-Worth clients and complex planning requirements.

Responsibilities

• Lead, coach and develop a team of Financial Planners.
• Conduct regular 1-2-1s and development meetings.
• Support less experienced advisers in progression.
• Improve adviser productivity, capacity and performance.
• Maintain high standards of financial advice and client outcomes.
• Oversee Training & Competence frameworks for advisers.
• Identify opportunities to improve advice processes and efficiency.
• Collaborate with Compliance, Operations, HR, Growth and Proposition.
• Plan for future adviser recruitment, development and succession.
• Manage your own portfolio of established HNW clients.
• Provide holistic financial planning across investments, pensions and protection.

Skills

Team leadership

Coaching

Client relationship management

Financial planning

HNW client experience

Education

Chartered Financial Planner

Job description

Clayton Davies is acting as an employment agency on behalf of a highly regarded wealth management business in Marlow seeking a Financial Planning Team Leader. This role blends people management with advanced financial planning for a select book of High-Net-Worth clients.

You will lead and coach a team of Financial Planners, conduct development meetings, and partner with Compliance, HR and Growth to drive performance and best-in-class client outcomes.