Back to jobs

IFA Team Leader

Job description

Team Leader Financial Planning - Base Salary negotiable but c.£80k £85k + with great a overall package.

My client is seeking a 'Team Lead' to join their business. The successful candidate will build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice as well as overseeing the existing Advisor team.

This is an opportunity for an existing Planner who wishes to continue advising a book of clients, but seeking to take their first steps into a management role.

The successful applicant will liaise with the Investment management team and Professional services Colleagues to develop client relationships.

As a Team head, you will also undertake supervision of direct reports, T&C and suitability processes are adhered to.

As well as a strong basic salary you will receive:

Excellent bonus scheme
Company pension
GIP
4x DIS
PMI

This is a great opportunity to work with HNW clients whilst advising but also opening a door into management.

Please contact me for a confidential discussion.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.