Financial Planning Team Lead

4 weeks ago

Guildford, Surrey, United Kingdom Evelyn Partners Full time
{"title": "Financial Planning Team Lead", "content": "Job Summary

We are seeking a highly skilled and experienced Financial Planning Team Lead to join our team at Evelyn Partners. As a key member of our financial planning team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.

Key Responsibilities
  • Lead a team of financial planners and provide guidance and support to ensure the delivery of exceptional client service.
  • Develop and implement business plans to drive growth and revenue.
  • Build and maintain strong relationships with clients and internal stakeholders.
  • Monitor and manage team performance, providing coaching and mentoring to ensure individual and team goals are met.
  • Stay up-to-date with industry developments and ensure the team is equipped with the latest knowledge and skills.
Requirements
  • Proven experience in financial planning and wealth management, with a strong track record of delivering high-quality advice.
  • Excellent leadership and management skills, with the ability to motivate and inspire a team.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and internal stakeholders.
  • 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 complex data and make informed decisions.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.
  • The chance to work with a talented and experienced team.
", "lang_code": "en"}

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