Financial Planning Team Director

5 days ago


Exeter, Devon, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Title: Financial Planning Team Director

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About the Role:

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  • We are seeking an experienced Financial Planning Team Director to lead and manage a private client team in our Exeter office.
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Key Responsibilities:

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  • Lead and motivate the Private Client team to deliver exceptional service to our clients.
  • Develop and implement strategies to improve team performance and achieve business objectives.
  • Maintain effective communication with various teams within the business to ensure seamless delivery of services.
  • Foster a customer-focused culture within the team, ensuring high levels of customer satisfaction and retention.
  • Responsible for recruitment, training, and development of team members, ensuring they have the skills and competencies required to excel in their roles.
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Requirements:

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  • Proven experience in leading and managing a team in a financial services environment.
  • Strong leadership and management skills, with the ability to motivate and develop team members.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
  • Ability to analyze data and make informed decisions to drive business growth.
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Salary and Benefits:

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The successful candidate will receive a competitive salary of £75,000 - £85,000 per annum, plus a range of benefits including flexible working arrangements and professional development opportunities.



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