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Financial Planning Team Leader

Job description

Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex?

This is an opportunity which will allow you to create a splash, joining a household name who will give you the autonomy to put your stamp on things and make a name for yourself.

The team is made up of 4 experienced Financial Planners and 1 Junior Planner. Whilst this firm is a well known and respected firm, they feel the region has so much more potential for growth and are looking for an experienced Financial Planner, with management experience, who has an unquestionable thirst and drive, to take the team and region forward.

You will have great energy, enthusiasm, ability to challenge the Partner you report into (no yes men or women need apply), ensure focus, bring new ideas and have carte blanche to cement your teams region on the map.

You will be rewarded with an above market salary of up to £120,000 plus two bonus schemes, one for business written and one for team performance and of course benefits.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.