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 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
Maintain effective communication with various teams within the business including, Paraplanning, Compliance, Client Liaison and 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 Channel on these aspects of the consultancy within the agreed service levels.
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 Services monthly report including collation of sales trackers to manage forecasts. 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. Phone Number (required)
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