Branch Manager/senior Manager

3 weeks ago


Truro Cornwall, United Kingdom The Talent Partnership Full time

My client is a medium sized company looking for a full-time motivated manager with a background in wealth planning and financial services.

Your expertise in guiding and nurturing the advisor teams, combined with your proficiency in cultivating strategic alliances, will be pivotal in driving the success of the wealth planning services team.

Our client is committed to providing exceptional wealth planning solutions and fostering a vibrant and supportive workplace culture.

Lead and oversee a team of financial advisors, ensuring they meet performance

* Provide mentorship and guidance to team members, from junior/trainee advisors to

* seasoned IFAs, to support their professional growth.

* business prospects.

* Manage the Annual Reviews process and supervise competitive activities within the

* IFA Level 4 Diploma qualification for Financial Advisors (or equivalent).

* consistent commercial performance

* Proficiency in performance management and delivering tailored financial advice.

* Thorough understanding of wealth planning processes, products, and protocols.

* Experience in establishing and nurturing third-party relationships to drive business

* Competitive salary

* Comprehensive benefits package encompassing health insurance and pension

* Opportunities for professional growth and advancement.

* Please email your CV as soon as possible



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