Financial Planning Team Leader
2 weeks ago
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.
About the RoleThe company is seeking an individual skilled in generating and executing sales / marketing strategies that generate new clients. The ideal candidate will be confident working with professional connections and building strong working relationships.
Key Responsibilities- Develop and execute sales / marketing strategies to generate new clients
- Coach Financial Advisers to generate business themselves
- Lead a team of 6 – 8 IFAs and oversee their compliance responsibilities
- Work on exciting sales and marketing projects and see your efforts come to life
- Skilled in generating and executing sales / marketing strategies
- Confident working with professional connections and building strong working relationships
- Level 4 Diploma in Financial Planning beneficial, but not essential
- Good knowledge of what a Financial Adviser does and ability to operate effectively within this role
- Leadership experience beneficial
The company provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients.
Benefits- Salary of £50,000 - £65,000 plus good performance related bonus scheme
- 25 days holiday plus bank holidays
- Mainly working from their modern office with free, secure parking on site, plus full kitchen, dining and gym facilities
- Working within a business that is passionate about helping their clients
- Regular paid team events through the year
Leicestershire
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