See more Collapse

Financial Planning Team Manager

2 months ago

England, United Kingdom Artemis Recruitment Consultants Ltd Full time €65,000 - €80,000

Financial Planning Team Manager - Hampshire - Artemis Recruitment Consultants Financial Services
Financial Planning Team Manager - Hampshire
Financial Planning Team Manager - Hampshire
We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank.
You will responsible for the overall success of your Team by monitoring and implementing team objectives and targets whilst ensuring you remain compliant with the Company's policies and procedures. Lead, motivate and manage the Private Client team to ensure full support is given to client bank
Weekly team activity management
Monthly one-to-one meetings with Financial Consultants
Service Centre teams to help ensure client activity and work is progressing well.
Lead, manage, motivate and develop the Private Client Consultant Team ensuring distribution of daily workloads, maintaining internal controls to deliver a quality and timely service standard to our individual/HNW clients, maintaining regular dialogue with the Head of
Responsible for recruitment, training and development of the individual team, carrying out regular one to ones and annual appraisals in conjunction with the Head of Channel and in line with the Company's performance management system to ensure staff are competent in their roles.
To take responsibility to ensure that the team are managing their new pipeline business, monitoring month end income to ensure it is put on risk in a timely manner. Provide support to the Head of Channel on management information for inclusion in their Client
Provide accurate medium and long term business plans to be provided to Head of Channel as requested.
To assist and drive internal and external projects as required by the Head of Channel.
Foster within the team a customer focus and concern for quality, which manifests itself in a high degree of customer satisfaction, client retention and an ability to consistently produce work of a high standard to deadline.
To ensure that all information is accurately recorded on the CRM system in a timely manner.  
This position is offering a generous salary and benefits package, along with the flexibility of remote working. Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . I'm not a robot reCAPTCHA Privacy - Terms © Artemis Recruitment Consultants 2015-2023 - All Rights Reserved| Company Number: 9843254 Registered In England & Wales| Website by
#

We have other current jobs related to this field that you can find below

  • Financial Advisor

    2 months ago

    England,, UK, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    2 months ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Planning

    1 week ago

    South East England, United Kingdom HSB Technical Ltd Full time €70,000

    Position: Financial Planning and Advisory Analyst Job ID: 490/20 Location: London Rate/Salary: £70,000 Type: Permanent / Full Time With Great Benefits HSB Technical Ltd is a specialist recruiter within the Power & Propulsion, Shipbuilding, Shipping & Energy and Aerospace sectors. We have a number of permanent and contract vacancies for multiple...

  • Manager, Financial Accounting

    2 months ago

    Liverpool, England, United Kingdom CSL Seqirus Full time

    Our Finance Global Shared Service Centre based on the CSL Seqirus site in Liverpool (Speke) supports our 3 main businesses:  CSL Behring, CSL Seqirus and CSL Vifor globally and is expanding. As part of this growth we are looking to hire a Manager, Financial Accounting.Scroll down for a complete overview of what this job will require Are you the right...

  • Business Planning Manager

    3 weeks ago

    South East England, United Kingdom SE Trains Ltd Full time

    A fantastic opportunity has arisen to join Southeastern Railway as a Business Planning Manager based from our modern London Bridge Head Office (with hybrid working). This is a key role where you will support the development of annual £1bn+ business plan, support commercial focus, strategic planning, financial discipline and appropriate governance across...

  • Business Development Manager

    1 month ago

    South East England, United Kingdom TEAM Full time

    A growing business is looking for a Business Development Manager to drive new client acquisition within the Tech & Media industry, covering regional and London areas. As Business Development Manager, your responsibilities will include: Devising and implementing a tactical plan to win new clients. Organising and running live events Managing the full...

  • Business Development Manager

    4 weeks ago

    South East England, United Kingdom TEAM Full time

    A growing business is looking for a Business Development Manager to drive new client acquisition within the Tech & Media industry, covering regional and London areas. As Business Development Manager, your responsibilities will include: Devising and implementing a tactical plan to win new clients. Organising and running live events Managing the full...

  • Financial Controller

    4 hours ago

    Rutland, England, United Kingdom Paul Mitchell Associates Full time

    FINANCIAL CONTROLLER RutlandSalary: 55, ,000 Our client a successful business based in Oakham are seeking a Financial Controller to join their experienced team. A superb opportunity for a business that has great plans for the future. The Financial Controllers' role will be to prepare Financial information for the Directors, Senior Management and Heads of...

  • PPC Manager/senior Manager

    3 weeks ago

    South East England, United Kingdom TEAM Full time

    This PPC Manager role is a hybrid opportunity with 3 days working in the London office and 2 days working from home. You will be working for an inspiring and highly successful gaming brand where you will enjoy annual bonus, fun team socials, complimentary fruits and snacks and private healthcare. The Role of the PPC Manager

  • Digital Trade Planning Manager

    1 month ago

    England,, UK, United Kingdom Rise Resourcing Full time

    Digital Trade Planning ManagerI am currently recruiting for an experienced Digital Trading Manager to join a leading retailer.Managing a team of Digital Planners, ensuring successful commercial results are achieved. You will be responsible for achieving results by delivering robust trade and event plans. Leading your team to deliver the most important...

  • Senior Financial Services Administrator

    2 months ago

    England, United Kingdom Succession Wealth Full time

    **Senior Financial Services Administrator - Projects** **Salary of up to £35,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - blend of home and office working - from any our UK offices** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and...

  • PPC Manager

    3 weeks ago

    South East England, United Kingdom TEAM Full time

    This PPC Manager role is a hybrid opportunity with 3 days working in the London office and 2 days working from home. You will be working for an inspiring and highly successful gaming brand where you will enjoy annual bonus, fun team socials, complimentary fruits and snacks and private healthcare. The Role of the PPC Manager The company are looking for...

  • Finance, Planning and Analysis Manager

    3 days ago

    London, England, United Kingdom Civitas Recruitment Full time

    Civitas Recruitment are delighted to be working with an organisation who bring the investment community together to work towards a net zero and climate resilient future. The organisation collaborates with investors to create practical solutions that can make a real difference in tackling climate change. An exciting opportunity exists for a Finance, Planning...

  • Land & Planning Manager

    4 weeks ago

    Eastern England, United Kingdom Carbon60 Full time

    Role: Land & Planning ManagerSector: Distributed Energy (Solar & Battery Storage)Location: Remote - Occasional visits to either Reading, London or GlasgowStart Date: ASAPDuration: Initial 3-6-Months + Possible ExtensionsRates: £450 - £600 Daily Rate D.O.E Inside IR35 via UmbrellaClearance: BPSS- Must have eligibility to work in the UK to be considered for...

  • Workday Finance/Adaptive Planning Solution Architect

    3 weeks ago

    England,, UK, United Kingdom Time Sourcing Full time

    Workday Finance or Workday Adaptive Planning Solution Architect Are you a Workday Finance or Adaptive Planning Solution Architect with a passion for consulting? We would love to hear from you!Our client, a leading advisory with a strong track record in driving complex transformation programmes across global brands, has an invigorating opportunity for Workday...

  • Resource and Planning Manager

    2 months ago

    Middlesbrough, England, United Kingdom NES Fircroft Remote Work Freelance Full time

    Join Our Team at Wilton as a Resource and Planning Manager! Are you experienced in maintenance contracts and skilled in managing teams• We're seeking a dynamic individual to take on the role of Resource and Planning Manager, where you'll play a pivotal role in coordinating resources, scheduling tasks, and ensuring efficient project delivery. Key...

  • Commercial Planning

    4 days ago

    England,, UK, United Kingdom Red Sky Personnel Full time

    A unique opportunity has arisen for a highly experienced Commercial Planning and Strategy Director to join our client’s dynamic project team in Saudi Arabia. We are seeking a strategic leader to spearhead the development and execution of commercial strategies that will drive significant revenue growth and enhance profitability for the airport. As a key...

  • Financial Reporting Manager

    1 month ago

    England, London, London, UK, United Kingdom Hays Accountancy and Finance Full time

    Your new company A leading automotive company in South West London are currently hiring into their high-performing finance team. This is an opportunity for a Financial Reporting Manager to join a fast-growth business and a dynamic and entrepreneurial set-up. Your new role This role is predominately focused on managing the accounting team as well as the...

  • Operations Manager

    1 month ago

    England, United Kingdom Nationwide Building Society Full time

    As a Financial Crime Operations Manager in Fraud Analytics, you’ll play a leading role in managing our Fraud consultants. You’ll be part of a high performing team of experts who apply their Fraud knowledge and analytical skills to ensure the Society effectively manages risk, becomes the best it can be and protects members from Fraud. You’ll provide...

  • Operations Manager

    1 month ago

    England, United Kingdom Nationwide Building Society Full time

    As a Financial Crime Operations Manager in Fraud Analytics, you’ll play a leading role in managing our Fraud consultants. You’ll be part of a high performing team of experts who apply their Fraud knowledge and analytical skills to ensure the Society effectively manages risk, becomes the best it can be and protects members from Fraud.You’ll provide...