Senior Financial Planning Team Manager
6 days ago
Role Overview
Nigel James Associates Ltd is seeking an 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 driving new business opportunities.
Key Responsibilities
- Lead and mentor a team of Financial Planners to achieve their full potential
- Manage a client portfolio, providing expert financial advice and guidance
- Drive new business opportunities through networking and business development
- Work closely with other managers to deliver company-wide objectives
Requirements
- Accomplished Financial Adviser with experience in managing a team of Financial Planners
- Strong networking and business development skills
- Professional yet approachable manner
- Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement
Why Join?
Nigel James Associates Ltd is a dynamic and forward-thinking company that is expanding rapidly. They offer a great opportunity for career growth and development, with a strong focus on teamwork and delivering outstanding service to clients.
What We Offer
- Opportunity to work with a leading financial planning company
- Chance to develop your skills and expertise in a dynamic and supportive environment
- Competitive salary and benefits package
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