Financial Planning Team Manager

1 month ago


Exeter, Devon, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Role: Private Client Team Lead

At Artemis Recruitment Consultants Ltd, we are seeking a highly skilled and experienced Private Client Team Lead to join our team. As a Private Client Team Lead, you will be responsible for leading and managing a team of private client consultants to ensure the delivery of exceptional client service and support.

Key Responsibilities:

  • Lead and manage a team of private client consultants
  • Develop and implement team objectives and targets
  • Monitor and report on team performance
  • Collaborate with other teams within the business to ensure seamless client service delivery
  • Build and maintain relationships with clients and stakeholders
  • Provide coaching and development opportunities for team members
  • Ensure compliance with company policies and procedures

Requirements:

  • Minimum 5 years experience in a similar role
  • Proven track record of leading and managing high-performing teams
  • Strong communication and interpersonal skills
  • Ability to build and maintain relationships with clients and stakeholders
  • Excellent problem-solving and decision-making skills

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment
  • Flexible working arrangements


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