Remote Advisor Manager — Lead 15 Financial Advisors

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

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.