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Financial Planning Team Lead

1 month ago

Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Planning Team Manager

We are seeking a highly skilled and experienced Financial Planning Team Manager to join our team at Artemis Recruitment Consultants Ltd.

As a Financial Planning Team Manager, you will be responsible for leading and managing a team of financial professionals to deliver exceptional client service and achieve business objectives.

Key Responsibilities:

  • Lead and manage a team of financial professionals to deliver high-quality client service and achieve business objectives.
  • Develop and implement team strategies to improve client satisfaction and retention.
  • Monitor and report on team performance, identifying areas for improvement and implementing corrective actions.
  • Collaborate with other teams to ensure seamless delivery of client services.
  • Provide coaching and development opportunities to team members to enhance their skills and knowledge.
  • Manage and maintain accurate records of client interactions and team performance.

Requirements:

  • Proven experience in financial planning and management, with a strong track record of delivering results.
  • Excellent leadership and management skills, with the ability to motivate and develop a team.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills, with the ability to interpret data and make informed decisions.

What We Offer:

  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and growing company.
  • A collaborative and supportive team environment.
  • Professional development and growth opportunities.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Planning Team Manager looking for a new challenge, please apply today.