Financial Planning Team Supervisor

12 hours ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Role Overview

Evelyn Partners Fund Solutions Limited is seeking a skilled Financial Planning Team Supervisor to join our team. The successful candidate will have a strong background in financial planning, excellent leadership skills, and the ability to work effectively in a team.

The ideal candidate will be responsible for supervising a team of financial planners and paraplanners, overseeing the day-to-day operations of the team, and ensuring seamless communication with stakeholders. They will also be responsible for coaching and mentoring team members to achieve their full potential.

The salary for this position is estimated to be around £50,000 - £65,000 per annum, depending on experience.

Key Responsibilities:

  • To supervise and manage a team of financial planners and paraplanners
  • To oversee the day-to-day operations of the team
  • To ensure seamless communication with stakeholders
  • To coach and mentor team members to achieve their full potential
  • To maintain back-office systems and client records in line with company policies

Requirements:

  • Excellent standard of education, ideally degree qualified but not essential
  • Demonstrable experience of financial planning within the sector
  • Experience of managing and developing a team
  • Strong organisation and prioritisation skills; able to work independently and within a team
  • Strong stakeholder management with positive influencing skills
  • Ability to coach and mentor team members


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