Senior Financial Planning Team Manager

6 days ago


Surrey Quays, Greater London, United Kingdom Nigel James Associates Ltd Full time

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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