Remote Wealth Management Team Lead – Growth & Compliance

IDEX Consulting Ltd; United Kingdom; Remote; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Flexible working & holidays

Annual Christmas and Summer parties

Contributory pension scheme

Discretionary annual bonus

Health cashback initiatives

Tailored learning and development programmes

Employee shopping discounts

Job summary

A leading financial advisory group in the UK is seeking a Team Manager to lead a team of Independent Financial Advisers. You will ensure compliance with FCA guidelines while motivating your team to deliver exceptional client outcomes. This role requires experience in team management and a strong understanding of regulatory requirements. The position offers flexible working arrangements, competitive benefits, and opportunities for professional development.

Qualifications

• Demonstrable experience of building and managing successful teams.
• Qualified to minimum OCA Level 4 Diploma standard.
• Ability to attain SPS.

Responsibilities

• Manage and motivate a team of Independent Financial Advisers across the UK.
• Ensure high-quality advice delivery and achievement of good outcomes.
• Motivate the team to meet KPIs focused on growth and retention.

Skills

Team management experience

Understanding of FCA regulatory requirements

Data analysis skills

Strong communication skills

Education

OCA Level 4 Diploma

Tools

Data analysis software

Job description

A leading financial advisory group in the UK is seeking a Team Manager to lead a team of Independent Financial Advisers. You will ensure compliance with FCA guidelines while motivating your team to deliver exceptional client outcomes. This role requires experience in team management and a strong understanding of regulatory requirements. The position offers flexible working arrangements, competitive benefits, and opportunities for professional development.