Remote Financial Planning Manager — Lead Top Advisor Team
Premier Jobs UK
Teletrabalho
GBP 60.000 - 70.000
Tempo integral
Hoje
Torna-te num dos primeiros candidatos
Resumo da oferta
A national financial planning firm is seeking a Financial Planning Manager to lead a team of Financial Advisors. Responsibilities include supervising Advisors to enhance client service while ensuring compliance, along with recruiting new team members. The ideal candidate should have a Level 4 Diploma in Financial Planning or equivalent and experience in financial planning management. This remote-based role involves travel to meet Advisors and attend meetings, offering a competitive salary and comprehensive company benefits.
Serviços
Flexible working
Option to buy & sell holiday
Birthday off
Social events
Contributory pension scheme
Discretionary annual bonus
Cashback and healthcare benefits
Qualificações
Experience as a Manager within the Financial Planning industry.
Leading a team of Financial Advisors effectively.
Experience with T&C responsibilities.
Responsabilidades
Supervise Financial Advisors to maximize business opportunities.
Provide training and support to Advisors for quality service.
Participate in recruitment and onboarding of new Advisors.
Conhecimentos
Experience in financial planning management
Team leadership
Comfortable with travel
Formação académica
Level 4 Diploma in Financial Planning or equivalent
Descrição da oferta de emprego
A national financial planning firm is seeking a Financial Planning Manager to lead a team of Financial Advisors. Responsibilities include supervising Advisors to enhance client service while ensuring compliance, along with recruiting new team members. The ideal candidate should have a Level 4 Diploma in Financial Planning or equivalent and experience in financial planning management. This remote-based role involves travel to meet Advisors and attend meetings, offering a competitive salary and comprehensive company benefits.
* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.