Senior Financial Planning Team Manager
2 months ago
Role Overview
Nigel James Associates Ltd is seeking a highly skilled and experienced Financial Planning Team Leader to join their Surrey office. This is a dual role where you will manage a team of Financial Planners and also manage a client portfolio, providing expert advice and guidance.
Key Responsibilities
- Lead and mentor a team of Financial Planners to achieve their full potential
- Manage a client portfolio, providing expert advice and guidance
- Drive new business development through networking with professional introducers
- Contribute to the overall growth and success of the company
Requirements
- Accomplished Financial Adviser with experience in managing a team of Financial Planners
- Commercially driven and able to thrive in a dynamic, forward-thinking culture
- Professional yet approachable manner
- Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement
About the Company
Nigel James Associates Ltd is a leading financial planning firm with a strong reputation for delivering high-quality services to their clients. The company is built on strong relationships, teamwork, and a commitment to excellence.
What We Offer
- A dynamic and forward-thinking work environment
- Opportunities for career growth and development
- A competitive salary and benefits package
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