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Financial Planner Leader
4 months ago
Financial Planner Pod Leader - Surrey, hybrid working
A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth.
Our client is looking for a Financial Planner Pod Leader to work on 75% on their own billings and 25% managing a team of 6 direct reports. This is a perfect opportunity for someone who has strong experience in the field with some management experience.
The successful candidate will get an individual bonus for their own billings, a discretionary bonus for KPI focused targets hit, and even potentially a company discretionary bonus.
This is a hybrid opportunity in their Surrey, with 60% working from home (or if you would like to come in more, you are more than welcome).
What are they looking for?
- Must be a chartered financial planner
- Must have experience managing direct reports (ideally other Financial Planners)
- Must have clear communication
- Passionate about helping others
What are they offering?
- Up to £80,000
- Bonuses
- Generous holiday allowance
- Private medical insurance
- Pension
- Income protection
- Death in service and benefits platform
If you are interested in this position, then apply and we can arrange a call
