Senior Wealth Planning Manager
4 weeks ago
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.
-
Senior Wealth Planning Manager
4 weeks ago
Truro, Cornwall, United Kingdom The Talent Partnership Full timeJob Title: Senior Wealth Planning ManagerThe Talent Partnership is seeking a highly motivated and experienced Senior Wealth Planning Manager to lead our wealth planning services team. As a key member of our team, you will be responsible for guiding and nurturing a team of financial advisors, ensuring they meet performance targets and comply with best...
-
Senior Wealth Planning Manager
4 weeks ago
Truro, Cornwall, United Kingdom The Talent Partnership Careers Full timeJob Title: Senior Wealth Planning ManagerAbout the Role:We are seeking a highly motivated and experienced Senior Wealth Planning Manager to join our team at The Talent Partnership Careers. 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...
-
Senior Wealth Planning Manager
2 weeks ago
Truro, Cornwall, United Kingdom The Talent Partnership Full timeJob Title: Senior Wealth Planning ManagerAt The Talent Partnership, we are seeking an exceptional Senior Wealth Planning Manager to lead our team of financial advisors in delivering exceptional client service and driving business growth.The ideal candidate will have a proven track record of inspiring and coaching teams to achieve outstanding results,...
-
Wealth Planning Services Manager
4 weeks ago
Truro, Cornwall, United Kingdom The Talent Partnership Full timeJob Title: Wealth Planning Services ManagerAbout the Role:We are seeking a highly motivated and experienced Wealth Planning Services Manager to join our team at The Talent Partnership. As a key member of our wealth planning services team, you will be responsible for leading and overseeing a team of financial advisors, ensuring they meet performance targets...
-
Wealth Planning Manager
13 hours ago
Truro, Cornwall, United Kingdom Achieve Recruitment Ltd Full time £70,000 - £100,000 per yearJoin Achieve Recruitment Ltd as a Wealth Planning Manager and lead our team of financial advisors in delivering exceptional client service and driving business success. With a competitive salary and opportunities for professional growth, this role is ideal for a dynamic leader passionate about wealth planning and team development.Job OverviewThe successful...
-
Wealth Manager
4 weeks ago
Truro, Cornwall, United Kingdom HSBC Global Services Limited Full timeWealth Manager Role OverviewHSBC Global Services Limited is seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for managing and supporting a portfolio of high-value premier customers, providing holistic financial advice, and delivering a consistent and tailored wealth management and financial planning service.Key...
-
Executive Leader for Wealth Planning Services
4 weeks ago
Truro, Cornwall, United Kingdom The Talent Partnership Full timeJob Title: Executive Leader for Wealth Planning ServicesJob Summary: We are seeking a highly motivated and experienced Executive Leader to lead our wealth planning services team.Key Responsibilities:* Provide strategic guidance and mentorship to team members to support their professional growth and development.* Foster strong relationships with third-party...
-
Wealth Management Professional
3 weeks ago
Truro, Cornwall, United Kingdom HSBC Global Services Limited Full timeWealth Management Opportunities at HSBCHSBC Global Services Limited is seeking a skilled Wealth Manager to join our team and support the growth of our Wealth and Personal Banking business. As a Wealth Manager, you will be responsible for managing and supporting a portfolio of high-value premier customers, providing holistic financial advice, and delivering a...
-
Wealth Management Professional
4 weeks ago
Truro, Cornwall, United Kingdom HSBC Full timeWealth Management Opportunities at HSBCHSBC is seeking a skilled Wealth Manager to join our team and support the growth of our Wealth and Personal Banking business. As a Wealth Manager, you will have the opportunity to work with high net worth individuals and families, providing personalized financial advice and guidance to help them achieve their financial...
-
Wealth Management Professional
4 weeks ago
Truro, Cornwall, United Kingdom HSBC Full timeUnlock Your Potential as a Wealth Manager at HSBCAre you a people-oriented individual looking to build your portfolio and grow the HSBC Wealth and Personal Banking business? Do you enjoy working with colleagues and clients to create meaningful connections and build lasting relationships?We're seeking a Wealth Manager to join our team, someone who is...
-
Wealth Management Professional
3 weeks ago
Truro, Cornwall, United Kingdom HSBC Full timeUnlock Your Potential as a Wealth Manager at HSBCAre you looking for a career that will help you stand out? Do you want to work with a global leader in the financial services industry? At HSBC, we offer opportunities, support, and rewards that will take your career to the next level.Our Wealth and Personal Banking business supports millions of individuals,...
-
Wealth Management Professional
4 weeks ago
Truro, Cornwall, United Kingdom HSBC Global Services Limited Full timeUnlock Your Potential as a Wealth Manager at HSBCAre you a people-oriented individual looking to build your portfolio and grow the HSBC Wealth and Personal Banking business? Do you have a growth mindset and a drive for reward? If so, we want to meet you.As a Wealth Manager at HSBC, you'll have access to an impressive portfolio of wealth customers, growth...
-
Wealth Management Professional
4 weeks ago
Truro, Cornwall, United Kingdom HSBC Full timeUnlock Your Potential as a Wealth Manager at HSBCAre you looking for a career that will help you stand out in the financial services industry? As a Wealth Manager at HSBC, you will have the opportunity to work with a diverse portfolio of high-value customers, providing them with tailored financial advice and support to help them achieve their financial...
-
Wealth Advisory Specialist North London
3 weeks ago
Truro, Cornwall, United Kingdom HSBC Global Services Limited Full timeUnlock Your Potential as a Wealth Manager at HSBCAre you a people-oriented individual looking to build your portfolio and grow the HSBC Wealth and Personal Banking business? Do you have a growth mindset and a drive for reward? If so, we want to meet you.We are seeking a Wealth Manager to join our team in North London. As a Wealth Manager, you will have...
-
Tax Planning Specialist
3 weeks ago
Truro, Cornwall, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is partnering with a highly regarded and successful accountancy firm based in Truro. The firm provides quality compliance services and delivers on planning work including IHT planning, CGT, and personal tax planning alongside wealth management advice.Job DescriptionAs a Personal Tax Senior, you will initially focus on...
-
Finance Area Manager
2 months ago
Truro, Cornwall, United Kingdom Achieve Recruitment Ltd Full time £70,000 - £100,000 per yearAre you a seasoned and motivated manager with a background in wealth planning and financial services? In the role of Area Manager, you will be instrumental in ensuring team members achieve expected outcomes, deliver exceptional client service, and adhere to industry best practices. Your expertise in guiding and nurturing the advisor teams, combined with your...
-
Amazon Regional Manager
1 month ago
Truro, Cornwall, United Kingdom The Talent Partnership Full timeJob OpportunityOur client, a medium-sized company, is seeking a highly motivated and experienced manager to join their team. The ideal candidate will have a background in wealth planning and financial services, with a strong track record of success in a similar role.Key ResponsibilitiesLead a team of professionals in wealth planning and financial...
-
Area Manager
4 weeks ago
Truro, Cornwall, United Kingdom The Talent Partnership Full timeJob Title: Area ManagerJob Description:The Talent Partnership is seeking a highly skilled and experienced Area Manager to join our team. As an Area Manager, you will be responsible for leading and overseeing a team of financial advisors, ensuring they meet performance targets and comply with best practices.You will provide mentorship and guidance to team...
-
Financial Leadership Specialist
3 days ago
Truro, Cornwall, United Kingdom Achieve Recruitment Ltd Full time £70,000 - £100,000 per yearAre you a seasoned and motivated leader with a background in wealth planning and financial services? Achieve Recruitment Ltd is committed to providing exceptional wealth planning solutions and fostering a vibrant and supportive workplace culture.Job Overview:This role involves leading and overseeing a team of financial advisors, ensuring they meet...
-
Tax Advisory Senior
4 days ago
Truro, Cornwall, United Kingdom Michael Page (UK) Full timeEstablished in Truro, our client is a respected and accomplished accountancy firm with an esteemed tax team serving a diverse array of clients. These include high-net-worth individuals, company directors, professional services providers, and trusts. The firm offers high-quality compliance services as well as planning work including inheritance tax planning,...