Lead Financial Planning Manager

4 weeks ago

Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time €70,000 - €80,000

This website uses cookies to ensure you get the best experience on our website. Financial Planning Team Manager - Bristol - Artemis Recruitment Consultants Financial Services
Financial Planning Team Manager - Bristol
Financial Planning Team Manager - Bristol
We are looking for a Private Client Manager to look after clients based in the South-West 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
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