Financial Planning Team Leader

3 weeks ago

Surrey, United Kingdom Nigel James Associates Ltd Full time

Role

Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business networking with professional introducers. You will consistently lead and mentor your team to reach its full potential. This position calls for a highly motivated individual who excels in a challenging environment, is commercially driven, and will thrive within a dynamic, forward-thinking culture.


Requirement

You will be an accomplished Financial Adviser with the experience of managing a team of Financial Planners. You will enjoy the networking and business development aspect of the role alongside delivering quality advice to HNW clients. You will be professional yet have an approachable manner. You will be senior person in the business working alongside other managers to help deliver on company wide objectives. Your expertise will not only enhance your team's performance but also contribute to the overall growth and success of the company. Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement.


Why join?

With acquisitions across the country this Financial Planning company have gone from strength to strength and expanding rapidly which provides a great opportunity and scope within the firm moving forward. Their business is built on strong relationships, teamwork and tailoring their services to ensure a outstanding service for their clients.


What next?

If you believe this role could be for you then please either apply or get in touch to find out more

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