Financial Planning Team Manager

2 days ago

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

Financial Planning Team Manager - Kent
Financial Planning Team Manager - Kent
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 be 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.
Hold monthly meetings, discuss task delegation, review issues, monitor sick leave and attendance, and manage staff performance in line with the Company's PMS and T&C requirements.
Lead, manage, motivate and develop the Private Client Consultant Team ensuring distribution of daily workloads and maintaining internal controls to deliver a quality and timely service standard to our individual/HNW clients.
Responsible for recruitment, training, and development of the individual team, conducting regular one-on-ones and annual appraisals.
Ensure the team is managing their new pipeline business and provide support to the Head of Channel on management information.
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, ensuring high customer satisfaction and client retention.
Ensure all information is accurately recorded on the CRM system in a timely manner.
This position offers a generous salary and benefits package, along with the flexibility of remote working. Phone Number (required)
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.
#

  • Financial Planning Specialist

    3 days ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    Job Description:We are seeking a highly motivated and experienced Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for ensuring clients make informed decisions to meet their financial goals.About the Role:You will prepare comprehensive financial plans to ensure clients achieve...

  • Financial Advisor

    8 months ago

    England, United Kingdom Quilter Financial Planning Full time

    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 clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    3 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity, whether you come from an independent or a banking...

  • Financial Advisor

    3 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity, whether you come from an independent or a banking...

  • Financial Advisor

    2 weeks ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...

  • Financial Advisor

    3 weeks ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...

  • Financial Advisor

    2 weeks ago

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

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...

  • Financial Advisor

    3 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity, whether you come from an independent or a banking...

  • Holistic Financial Advisor

    3 days ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    About the Opportunity:Quilter Financial Planning is seeking a talented Holistic Financial Advisor to join our team. As a key member of our team, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.Key Responsibilities:Prepare sound financial plans to ensure clients meet their targets.Advise...

  • Financial Advisor

    2 weeks ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...

  • Personal Wealth Manager

    3 days ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    About the Job:We are looking for a skilled Personal Wealth Manager to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.Key Responsibilities:Ensure clients make wise and profitable decisions to meet their financial...

  • Financial Planning Team Manager

    2 days 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...

  • Financial Planning Team Manager

    2 days ago

    England, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Team Manager - Surrey 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 be responsible for the overall success of your Team by...

  • Financial Planning Team Manager

    2 days ago

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

    Financial Planning Team Manager - Hampshire - Artemis Recruitment Consultants Financial Services Hampshire 15/09/2023 Type of Position: Financial Planning Team Manager - Hampshire Pay: £65k - £80k 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...

  • Financial Planning Team Manager

    2 days ago

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

    Financial Planning Team Manager - Kent Type of Position: Financial Planning Team Manager - Kent Pay: £65k - £80k Job Overview 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...

  • Financial Planning Team Manager

    2 days ago

    England, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Team Manager - Gloucestershire 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 be responsible for the overall success of your Team...

  • Financial Planning Team Manager

    2 days ago

    England, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Team Manager - Surrey 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 be responsible for the overall success of your Team by...

  • Financial Planning Professional

    3 weeks ago

    South West England, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Company Overview:A highly successful SJP Partner Practice is seeking an experienced Paraplanner to join their growing team in the South West, offering a competitive salary and bonus.The Practice provides a first-class service to clients, offering a range of investment and retirement products and solutions to meet their financial goals and objectives.Job...

  • Lead Financial Planning Manager

    2 days ago

    England, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Team Manager - Gloucestershire 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 be responsible for the overall success of your Team...

  • Mortgage Professional Opportunity

    4 weeks ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    Unlock Your Earning PotentialAt Quilter Financial Planning, we're seeking an experienced Mortgage & Protection Adviser to join our team on a Self-Employed basis. As a key player in our business, you'll have the opportunity to build a lucrative career with uncapped income potential.We're offering an estimated salary of £50,000+ per annum, dependent on...