Financial Planning Team Lead
11 hours ago
Job Opportunity
Nigel James Associates Ltd is partnering with a leading financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This is an exciting opportunity to drive business growth and lead a team of financial planners.
Key Responsibilities
- Manage a team of financial planners to deliver high-quality advice to HNW clients
- Develop and maintain strong relationships with professional introducers to drive new business
- Contribute to the overall growth and success of the company by enhancing team performance and delivering company-wide objectives
About the Company
The financial planning firm is a rapidly expanding business with a strong reputation for delivering exceptional client service. With a focus on building strong relationships and tailoring services to meet client needs, the company is well-positioned for continued growth and success.
What We Offer
As a Financial Planning Team Leader, you will have the opportunity to work with a talented team of professionals and contribute to the company's continued success. If you are a motivated and experienced financial planner looking for a new challenge, this could be the ideal opportunity for you.
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