Senior Financial Services Manager
7 days ago
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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