Executive Leader for Wealth Planning Services

2 weeks ago


Truro, Cornwall, United Kingdom The Talent Partnership Full time
Job Title: Executive Leader for Wealth Planning Services

Job 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 partners to drive business growth and success.

* Oversee the performance management process and ensure the team meets performance targets.

* Develop and implement effective wealth planning processes and protocols to deliver exceptional client outcomes.

Requirements:

* Proven experience in leading high-performing teams and driving business growth.

* Strong understanding of wealth planning processes, products, and protocols.

* Excellent communication and interpersonal skills.

What We Offer:

* Competitive salary and benefits package.

* Opportunities for professional growth and advancement.

* Collaborative and dynamic work environment.

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