Company:
The Talent Partnership
Location: Truro
Closing Date: 02/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
My client is a medium sized company looking for a full-time motivated manager with a background in wealth planning andfinancial services.
As the Area Manager you will be a key member of staff in ensuring team members achieve expected outcomes, deliver exceptional client service, and adhere to industry best practices.
Your expertise in guiding and nurturing the advisor teams, combined with your proficiency in cultivating strategic alliances, will be pivotal in driving the success of thewealth planning services team.
Our client is committed to providing exceptional wealth planning solutions and fostering avibrant and supportive workplace culture.
Key Responsibilities:
Lead and oversee a team of financial advisors, ensuring they meet performance
targets and comply with best practices.
Provide mentorship and guidance to team members, from junior/trainee advisors to
seasoned IFAs, to support their professional growth.
Uphold the highest standards of client service and support throughout the team.
Cultivate and manage strategic partnerships with external entities to enhance
business prospects.
Identify and implement process enhancements to boost team efficiency and efficacy.
Manage the Annual Reviews process and supervise competitive activities within the
team.
Provide broader leadership assistance across the organization as directed by senior
management.
Share knowledge and insights with colleagues to contribute to overall team
accomplishments.
Support and guide a team of Administrators and Report Writers.
Requirements:
IFA Level 4 Diploma qualification for Financial Advisors (or equivalent).
Proven ability to inspire and coach teams to deliver exceptional service alongside
consistent commercial performance
Proficiency in performance management and delivering tailored financial advice.
Strong verbal and written communication skills with meticulous attention to detail.
Ability to adapt to new environments and work effectively under pressure.
Thorough understanding of wealth planning processes, products, and protocols.
Experience in establishing and nurturing third-party relationships to drive business
growth.
Benefits/Perks:
Competitive salary
Comprehensive benefits package encompassing health insurance and pension
schemes.
Opportunities for professional growth and advancement.
Collaborative and inclusive work atmosphere.
Please email your CV as soon as possible.
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The Talent Partnership