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Senior Financial Advisor
2 months ago
Job Summary
We are seeking a highly experienced and accomplished Senior Financial Advisor to lead our client's wealth advisory firm in Dorking. As a key member of the Executive Board, you will play a crucial role in driving the company's growth plan forward.
About the Role
The Head of Financial Advice will be responsible for providing strategic leadership to the Adviser team, fostering a culture that prioritizes client and adviser outcomes. You will have a deep understanding of the wealth management sector and will be accountable for the advisory division's vision, strategy, performance, and delivery of results.
Key Responsibilities
- Develop and implement a people-centric culture to drive business growth and improve client satisfaction.
- Lead the Adviser team to achieve financial targets and deliver exceptional client service.
- Collaborate with the Managing Director to evolve the company's proposition and drive business expansion.
- Manage a budget and be responsible for the profitability of the advisory division.
- Recruit, develop, and retain high-performing team members to drive business success.
- Negotiate with key stakeholders to drive business growth and improve client relationships.
- Develop and implement strategies to improve client engagement and retention.
- Stay up-to-date with industry trends and best practices to drive business innovation and improvement.
Requirements
- Educated to degree standard or equivalent, with a business-related professional qualification.
- 5+ years of experience in wealth management or financial services leadership.
- Proven track record of leadership and sales execution in organizations of similar size and complexity.
- Excellent people leadership and communication skills.
- Strong commercial acumen and analytical skills.
- Ability to network with key personnel within and outside the organization.
About Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services and wealth management. We are committed to delivering exceptional recruitment solutions to our clients and candidates.
