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Team Manager
3 months ago
Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning.
This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.
You will be responsible for managing a team of c4 paraplanners to deliver an exceptional level of service to both financial planners and clients.
People Management – manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business.
Management of Workflow – manage the day-to-day work of the team.
Learning & Development – Monitoring of the team’s T&C plans, using the appropriate tools to identify training needs and delivering training as required.
The successful candidate may already be a successful Paraplanning Manager or an experienced Paraplanner who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their knowledge and experience to help deliver the highest level of service to our clients.
Proven experience within an independent Financial Advice environment.
In return, there is a highly competitive remuneration and excellent employee benefits package on offer. £The role is 100% Office based (Wokingham Berkshire) but with flexible hours etc.
