Financial Planning Team Lead

3 weeks ago


Birmingham, Birmingham, United Kingdom Clayton Davies Full time
Job Overview

The Planning & Training Coordinator will play a vital role in ensuring that our financial planners meet certification standards and provide high-quality training and support to our team members.

Key Responsibilities:
  • Train and Develop Financial Planners:
  • Manage T&C processes to ensure planners meet certification standards.
  • Arrange and deliver training sessions as required.
Requirements:
  • Work Experience:
  • Significant experience in a T&C role, specifically within Financial Advice.
Salary:

$65,000 - $85,000 per annum.



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