Senior Financial Adviser & Team Lead

Clayton Davies Ltd; England; Remote; GBP 80,000; Full time

Job summary

A recruitment agency is seeking a Senior Financial Adviser & Team Lead to provide expert financial advice and lead a team. This home-based role offers an attractive salary package and requires proven experience and leadership in a financial services environment. Ideal candidates will be Level 4 qualified or higher. Your responsibilities will include mentoring advisers and driving team performance while ensuring compliance.

Qualifications

• Minimum Level 4 qualified and ideally Chartered or close to achieving.
• Proven experience delivering high-quality financial advice to clients.
• Demonstrated leadership experience, ideally within a financial services environment.

Responsibilities

• Provide tailored financial advice to clients.
• Lead, mentor, and develop a team of advisers.
• Oversee compliance and regulatory standards.
• Drive business development and client acquisition.
• Collaborate with senior management on strategic direction.

Skills

Leadership

Financial advising

Compliance knowledge

Business development

Education

Level 4 qualified

Job description

Overview

Senior Financial Adviser & Team Lead — Home Based — c.£80,000+ Benefits

Our client is looking for an experienced Senior Financial Adviser & Team Lead to join their growing firm. This is a unique opportunity for someone who can both provide expert financial advice to clients and lead a talented team of advisers to success.

As a Senior Financial Adviser & Team Lead, you\'ll combine your passion for helping clients achieve their financial goals with your ability to inspire and manage a team. You\'ll play a key role in shaping their financial advisory services, ensuring exceptional client experiences, and driving team performance.

Role & Responsibilities

• Provide tailored financial advice to a portfolio of clients, covering investments, pensions, insurance, and other financial planning areas.
• Lead, mentor, and develop a team of financial advisers to achieve individual and team targets.
• Oversee compliance and regulatory standards across the team\'s activities.
• Drive business development and client acquisition strategies.
• Collaborate with senior management to shape strategic direction and improve advisory processes.

Do you have the following to apply?

• Minimum Level 4 qualified and ideally Chartered or close to achieving.
• Proven experience delivering high-quality financial advice to clients.
• Demonstrated leadership experience, ideally within a financial services environment.

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.