Financial Planning Team Leader
Posted on Sep 10, 2024 by CV-Library
Blaby, Leicestershire, United Kingdom
Accountancy
Immediate Start
£50k - £65k Annual
Full-Time
This Financial Planning Team Leader is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves.
Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Team Leader who can lead from the front.
The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team.
In this role, you would have some oversight of their team of 6 – 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager.
This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life.
Financial Planning Team Leader Requirements
* You must be skilled in generating and executing sales / marketing strategies that generate new clients
* You should be confident working with professional connections and building strong working relationships
* Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential
* Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role
* Leadership experience would be beneficial
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Financial Planning Team Leader Benefits
* Salary of £50,000 - £65,000 plus good performance related bonus scheme
* 25 days holiday plus bank holidays
* Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities
* Working within a business that is passionate about helping their clients
* Regular paid team events through the year to get involved in
Locations
Leicestershire
Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Team Leader who can lead from the front.
The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team.
In this role, you would have some oversight of their team of 6 – 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager.
This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life.
Financial Planning Team Leader Requirements
* You must be skilled in generating and executing sales / marketing strategies that generate new clients
* You should be confident working with professional connections and building strong working relationships
* Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential
* Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role
* Leadership experience would be beneficial
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Financial Planning Team Leader Benefits
* Salary of £50,000 - £65,000 plus good performance related bonus scheme
* 25 days holiday plus bank holidays
* Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities
* Working within a business that is passionate about helping their clients
* Regular paid team events through the year to get involved in
Locations
Leicestershire
Reference: 222296090
https://jobs.careeraddict.com/post/95055055
Financial Planning Team Leader
Posted on Sep 10, 2024 by CV-Library
Blaby, Leicestershire, United Kingdom
Accountancy
Immediate Start
£50k - £65k Annual
Full-Time
This Financial Planning Team Leader is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves.
Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Team Leader who can lead from the front.
The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team.
In this role, you would have some oversight of their team of 6 – 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager.
This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life.
Financial Planning Team Leader Requirements
* You must be skilled in generating and executing sales / marketing strategies that generate new clients
* You should be confident working with professional connections and building strong working relationships
* Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential
* Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role
* Leadership experience would be beneficial
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Financial Planning Team Leader Benefits
* Salary of £50,000 - £65,000 plus good performance related bonus scheme
* 25 days holiday plus bank holidays
* Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities
* Working within a business that is passionate about helping their clients
* Regular paid team events through the year to get involved in
Locations
Leicestershire
Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Team Leader who can lead from the front.
The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team.
In this role, you would have some oversight of their team of 6 – 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager.
This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life.
Financial Planning Team Leader Requirements
* You must be skilled in generating and executing sales / marketing strategies that generate new clients
* You should be confident working with professional connections and building strong working relationships
* Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential
* Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role
* Leadership experience would be beneficial
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Financial Planning Team Leader Benefits
* Salary of £50,000 - £65,000 plus good performance related bonus scheme
* 25 days holiday plus bank holidays
* Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities
* Working within a business that is passionate about helping their clients
* Regular paid team events through the year to get involved in
Locations
Leicestershire
Reference: 222296090
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