Senior Financial Services Manager

2 days ago


Truro, Cornwall, United Kingdom The Talent Partnership Full time
Job Title: Senior Financial Services Manager

At The Talent Partnership, we are seeking an experienced Senior Financial Services Manager to lead our Wealth Planning team. This is a fantastic opportunity to utilize your expertise in guiding and nurturing advisor teams while cultivating strategic alliances to drive business success.

As a Senior Financial Services Manager, you will be responsible for overseeing a team of financial advisors, ensuring they meet performance targets and adhere to best practices. You will provide mentorship and guidance to team members, from junior/trainee advisors to seasoned IFAs, to support their professional growth. Additionally, you will cultivate and manage strategic partnerships with external entities to enhance business prospects and participate in the Annual Reviews process and supervise competitive activities within the team.

We require an individual with a proven ability to inspire and coach teams to deliver exceptional service alongside consistent commercial performance. A thorough understanding of wealth planning processes, products, and protocols is essential. Experience in establishing and nurturing third-party relationships to drive business growth is also crucial. In return, you can expect a $120,000 - $150,000 salary, comprehensive benefits package, and opportunities for professional growth and advancement.

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