Senior Financial Services Manager

7 days ago


Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Overview:

We are seeking an experienced Senior Financial Services Manager to lead our Private Client team in the South-West region. This is a key role that will involve managing and motivating a team of financial consultants to deliver exceptional service to our clients.

Key Responsibilities:

  • Lead and manage the Private Client team to ensure full support is provided to our extensive client bank
  • Develop and implement team objectives and targets, ensuring compliance with company policies and procedures
  • Maintain effective communication with various teams within the business, including Paraplanning, Compliance, Client Liaison, and Service Centre teams
  • Recruit, train, and develop team members, conducting regular one-to-one meetings and annual appraisals
  • Monitor and manage the team's new pipeline business, ensuring timely income recognition and accurate sales tracking
  • Collaborate with the Head of Channel on management information for inclusion in their Client Services monthly report
  • Assist in driving internal and external projects as required by the Head of Channel
  • Foster a customer-focused culture within the team, emphasizing quality and high standards
  • Ensure accurate recording of information on our CRM system

About the Role:

This is a senior leadership position offering a generous salary and benefits package, as well as the flexibility of remote working. The ideal candidate will possess strong leadership skills, excellent communication abilities, and a deep understanding of the financial services industry.

Requirements:

  • Proven experience in a similar role, preferably in the financial services sector
  • Excellent leadership and motivational skills
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in using CRM systems and other relevant tools

Salary:

The estimated salary for this role is £75,000 - £85,000 per annum, depending on experience.



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