Senior Wealth Planning Manager

4 weeks ago


Truro, Cornwall, United Kingdom The Talent Partnership Full time
Job Title: Senior Wealth Planning Manager

We are seeking a highly motivated and experienced Senior Wealth Planning Manager to join our team. As a key member of our financial services team, you will be responsible for leading and overseeing a team of financial advisors, ensuring they meet performance targets and comply with best practices.

Key Responsibilities:

  • Lead and oversee a team of financial advisors, ensuring they meet performance targets and comply with best practices.
  • Provide mentorship and guidance to team members, from junior/trainee advisors to seasoned IFAs, to support their professional growth.
  • Uphold the highest standards of client service and support throughout the team.
  • Cultivate and manage strategic partnerships with external entities to enhance business prospects.
  • Identify and implement process enhancements to boost team efficiency and efficacy.
  • Manage the Annual Reviews process and supervise competitive activities within the team.
  • Provide broader leadership assistance across the organization as directed by senior management.
  • Share knowledge and insights with colleagues to contribute to overall team accomplishments.
  • Support and guide a team of Administrators and Report Writers.

Requirements:

  • IFA Level 4 Diploma qualification for Financial Advisors (or equivalent).
  • Proven ability to inspire and coach teams to deliver exceptional service alongside consistent commercial performance.
  • Proficiency in performance management and delivering tailored financial advice.
  • Strong verbal and written communication skills with meticulous attention to detail.
  • Ability to adapt to new environments and work effectively under pressure.
  • Thorough understanding of wealth planning processes, products, and protocols.
  • Experience in establishing and nurturing third-party relationships to drive business growth.

Benefits:

  • Competitive salary.
  • Comprehensive benefits package encompassing health insurance and pension schemes.
  • Opportunities for professional growth and advancement.
  • Collaborative and inclusive work atmosphere.


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