Strategic Financial Planning Team Leader
2 weeks ago
We are seeking an experienced and ambitious professional to join our team as a Strategic Financial Planning Team Leader in Surrey. This is a fantastic opportunity to lead a high-performing team and take ownership of driving business growth and delivering exceptional client experiences.
About the Role:- Lead a team of financial planning professionals, providing guidance, coaching, and development opportunities to ensure they have the skills and knowledge required to deliver outstanding results.
- Develop and implement strategic plans to drive business growth, including identifying new sales opportunities, building relationships with corporate and individual clients, and ensuring effective communication across teams.
- Monitor and report on key performance indicators, such as sales forecasts, pipeline management, and client satisfaction, to inform business decisions and drive continuous improvement.
- Collaborate with senior leadership to develop and maintain effective internal processes, procedures, and controls to ensure compliance and efficiency.
- Foster a culture of excellence, focusing on quality, customer satisfaction, and employee engagement to drive long-term success.
- Work closely with HR to manage recruitment, training, and development of team members, ensuring they have the skills and competencies required to excel in their roles.
This role offers a competitive salary package, including a base salary of £65,000 - £80,000 per annum, plus benefits and opportunities for career advancement.
Key Responsibilities:- Team Leadership:
- Lead, motivate, and manage a high-performing team of financial planning professionals.
- Provide guidance, coaching, and development opportunities to ensure team members have the skills and knowledge required to deliver outstanding results.
- Business Development:
- Develop and implement strategic plans to drive business growth.
- Identify new sales opportunities and build relationships with corporate and individual clients.
- Ensure effective communication across teams to drive collaboration and achieve business objectives.
- Performance Management:
- Monitor and report on key performance indicators.
- Inform business decisions and drive continuous improvement.
- Culture and Compliance:
- Foster a culture of excellence, focusing on quality, customer satisfaction, and employee engagement.
- Maintain effective internal processes, procedures, and controls to ensure compliance and efficiency.
- HR Collaboration:
- Manage recruitment, training, and development of team members.
- Ensure team members have the skills and competencies required to excel in their roles.
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