Remote Financial Planning Manager – Lead & Develop Advisers

Quilter; Dartford; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Dartford seeks a Financial Planning Manager to lead a team in delivering exceptional client services and advice. The ideal candidate will have a Level 4 diploma in Financial Advice and experience in financial services management. You will be responsible for coaching a diverse team while achieving client retention goals in a dynamic environment. A competitive benefits package is included.

Benefits

182 holiday hours (26 days)

Incentive scheme participation

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

Income protection (75% of salary)

Flexible benefits via salary deduction

Qualifications

• Previous experience in advice/sales and client relationship management.
• Experience in managing or leading people.
• Strong mentoring and coaching capabilities.

Responsibilities

• Coordinate team efforts to deliver servicing to existing customers.
• Increase client retention through remote financial advice.
• Ensure team meets advice and service standards.

Skills

Advice/sales

Client relationship management

Coaching/mentoring skills

Relevant business development experience

Leading/managing people

Education

Level 4 diploma in Financial Advice

Job description

A leading wealth management firm in Dartford seeks a Financial Planning Manager to lead a team in delivering exceptional client services and advice. The ideal candidate will have a Level 4 diploma in Financial Advice and experience in financial services management. You will be responsible for coaching a diverse team while achieving client retention goals in a dynamic environment. A competitive benefits package is included.