Senior Wealth Planning Manager

4 weeks ago


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

The 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 practices.

Key Responsibilities:
  1. Lead and oversee a team of financial advisors, providing mentorship and guidance to support their professional growth.
  2. Cultivate and manage strategic partnerships with external entities to enhance business prospects.
  3. Manage the Annual Reviews process and supervise competitive activities within the team.
Requirements:
  1. IFA Level 4 Diploma qualification for Financial Advisors (or equivalent).
  2. Proven ability to inspire and coach teams to deliver exceptional service alongside consistent commercial performance.
  3. Proficiency in performance management and delivering tailored financial advice.
  4. Thorough understanding of wealth planning processes, products, and protocols.
  5. Experience in establishing and nurturing third-party relationships to drive business growth.
Benefits:
  1. Competitive salary.
  2. Comprehensive benefits package encompassing health insurance and pension schemes.
  3. Opportunities for professional growth and advancement.


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