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Remote Financial Planning Manager — Lead Top Advisor Team
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
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
Formação académica
* 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.