Financial Planning Team Lead

4 weeks ago


Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full time
Financial Planning Team Leader Opportunity

This is an exciting opportunity to join a growing IFA firm as a Financial Planning Team Leader. The successful candidate will be responsible for driving business generation activities and coaching Financial Advisers to generate business themselves.

The firm is looking to increase their levels of sales and marketing activities to promote their services, build new and existing professional connections. They require a highly skilled individual to lead their financial planning team and drive business growth.

Main Responsibilities:

  • Develop and implement business generation strategies
  • Coach Financial Advisers to generate business
  • Lead the financial planning team to achieve business growth
  • Collaborate with the sales and marketing team to promote services

Requirements:

  • Proven experience in financial planning and business development
  • Strong leadership and coaching skills
  • Ability to drive business growth and sales
  • Excellent communication and interpersonal skills

About Premier Jobs UK Limited:

Premier Jobs UK Limited is a leading recruitment agency specializing in financial services recruitment. We work with top IFA firms to find the best talent for their teams.



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