Wealth Management Leader

3 weeks ago


Sheffield, Sheffield, United Kingdom deVere Group Full time

Key Responsibilities

  • Lead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.
  • Oversee and drive the growth of client portfolios by implementing effective advisory strategies.
  • Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and estate planning.
  • Set and achieve individual and team targets, ensuring business growth and success.
  • Conduct regular performance reviews and assist with training and development to enhance the skills of your team.
  • Ensure compliance with regulatory standards and company policies.

Requirements

  • Extensive experience in financial advisory, with a strong focus on wealth management.
  • Proven leadership experience, having managed and grown a team of advisors or financial professionals.
  • Strong communication, client management, and organisational skills.
  • Relevant financial qualifications are highly desirable.
  • A proactive approach to business development and team success.

At deVere Group, we are seeking a highly motivated individual to lead and manage a team of financial advisors. The position offers a unique opportunity to advance your career and contribute to our continued success on a global scale.



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