Wealth Planning Manager

2 days ago


Truro, Cornwall, United Kingdom Achieve Recruitment Ltd Full time £70,000 - £100,000 per year

Join 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 Overview

The successful candidate will oversee a team of financial advisors, ensuring they meet performance targets and comply with industry best practices. Your expertise in guiding and nurturing advisor teams, combined with your proficiency in cultivating strategic alliances, will be crucial in driving business growth.

Key Responsibilities:
  • Oversee a team of financial advisors, providing mentorship and guidance to support their professional growth.
  • Ensure high 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.
Requirements:
  • IFS 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.

Achieve Recruitment Ltd offers a comprehensive benefits package, including health insurance and pension schemes, to support your well-being and career advancement.



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