Area Manager

3 hours ago


Truro, Cornwall, United Kingdom Winhurst Recruitment Full time
Job Title: Area Manager

Location: Truro, Cornwall

Salary: £70,000 - £100,000 experience dependent

We are seeking a seasoned and motivated manager with a background in wealth planning and financial services to lead our team of financial advisors. As an Area Manager, you will be responsible for guiding and nurturing the advisor teams, cultivating strategic alliances, and driving the success of our wealth planning services.

Key Responsibilities:
  1. Lead and oversee a team of financial advisors, ensuring they meet performance targets and comply with best practices.
  2. Provide mentorship and guidance to team members, from junior/trainee advisors to seasoned IFAs, to support their professional growth.
  3. Cultivate and manage strategic partnerships with external entities to enhance business prospects.
  4. Manage the Annual Reviews process and supervise competitive activities within the team.
Requirements:
  1. IFS Level 4 Diploma qualification for Financial Advisors (or equivalent).
  2. Proven ability to inspire and coach teams to deliver exceptional service alongside consistent commercial performance.
  3. Proficiency in performance management and delivering tailored financial advice.
  4. Thorough understanding of wealth planning processes, products, and protocols.
  5. Experience in establishing and nurturing third-party relationships to drive business growth.
Benefits:
  1. Competitive salary.
  2. Comprehensive benefits package encompassing health insurance and pension schemes.
  3. Opportunities for professional growth and advancement.

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