Financial Planning Team Director
2 days ago
Role Overview:
The successful candidate will be responsible for leading and managing a Private Client team, ensuring full support is given to our extensive client bank. This role requires strong leadership skills, with the ability to motivate and manage a team to achieve targets and deliver high-quality results.
Key Responsibilities:
- Lead and manage the Private Client team, setting clear objectives and targets to ensure the team's success.
- Monitor and implement team performance, identifying areas for improvement and implementing corrective actions as needed.
- Develop and maintain relationships with Corporate and Individual Clients, both prospective and existing, to deliver a great client experience.
- Maintain effective communication with various teams within the business, including Paraplanning, Compliance, Client Liaison, and Service Centre teams.
- Responsible for recruitment, training, and development of the individual team, carrying out regular one-to-ones and annual appraisals.
- To take responsibility for ensuring that the team are managing their new pipeline business, monitoring month-end income to ensure it is put on risk in a timely manner.
- Foster within the team a customer focus and concern for quality, which manifests itself in a high degree of customer satisfaction, client retention, and an ability to consistently produce work of a high standard to deadline.
Benefits:
This position offers a generous salary and benefits package, along with the flexibility of remote working. The estimated salary for this role is £75,000 - £85,000 per annum, depending on experience.
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