Wealth Management Team Leader

1 day ago


Southampton, Southampton, United Kingdom Quilter Full time

**Job Title:** Wealth Management Team Leader

**Estimated Salary:** £70,000 - £90,000 per annum

About the Company:

Quilter is a leading provider of financial advice, investments, and wealth management services. Our mission is to help individuals and businesses achieve their financial goals through expert guidance and innovative solutions.

About the Role:

This Team Leader position involves leading a team of Financial Planners to deliver outstanding financial planning solutions to new customers. The successful candidate will be responsible for developing and implementing strategies to achieve business targets, mentoring team members to improve their skills and performance, and ensuring the team delivers excellent customer service.

The ideal candidate will have a strong background in Financial Planning, a minimum of 3 years' experience in onboarding new clients, and a proven track record of success in a management or senior advisory position. As a leader, you will inspire and motivate your team to excel in their roles.

Key Responsibilities:

Lead and manage the team to deliver excellent customer serviceDevelop and implement strategies to achieve business targetsMentor and coach team members to improve their skills and performanceOversight of team's delivery against advice standards, service standards, and competence

Requirements:

We are seeking an experienced individual with strong leadership skills, excellent communication abilities, and a deep understanding of the Financial Services industry. The ideal candidate will have a passion for delivering exceptional customer service, a talent for motivating and leading teams, and a commitment to excellence in all aspects of the job.



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