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Team Leader Financial Planning

Job description

My client is seeking a 'Head Of' role within their existing Advice. 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 work 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
4x DIS

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.

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