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Financial Planning Team Leader

2 months ago

Leicester, Leicester, United Kingdom Premier Jobs UK Full time
Financial Planning Team Leader Opportunity

This is an exciting opportunity to lead a team of Financial Advisers and drive business generation activities for a growing IFA firm.

The ideal candidate will have experience in generating and executing sales and marketing strategies, building strong working relationships with professional connections, and overseeing a team of Financial Advisers.

The firm is looking for a hands-on leader who can lead from the front and increase their levels of sales and marketing activities to promote their services and build new and existing professional connections.

The role offers a unique opportunity to work on exciting sales and marketing projects and see your efforts come to life.

Key Responsibilities:

  • Develop and execute sales and marketing strategies to generate new clients
  • Build and maintain strong working relationships with professional connections
  • Oversee a team of Financial Advisers and provide coaching and guidance

Requirements:

  • Proven experience in sales and marketing, preferably in the financial services industry
  • Strong leadership and coaching skills
  • Ability to work independently and as part of a team