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IDEX Consulting Ltd
,
London, Greater London
Financial Planning Team Leader
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Job Type: Full-time |
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Salary: £100,000 per annum |
Overview
Are you an experienced Financial Planning Manager or Director looking for a rewarding career in the City of London? Would you like to develop your career with a growing, forward-thinking company who look after their employees on a personal level? This is an opportunity like no other; amazing location, strong leads and introducer relationships provided and a competitive salary. Our client is able to deliver a very professional, but relaxed atmosphere, as well as extensive company benefits The company Our client is a well-established financial planning firm based in City of London, who are award-winners in providing independent financial advice to ultra high-networth customers. Role As Financial Planning Manager, you will build develop trusted relationships with current and potential clients and be responsible for delivering financial planning and wealth management advice. You will work within the context of an agreed business plan and effectively lead a team of Advisers to achieve their personal and team targets. You must be strategically aligned to the company's goals and objectives and be an ambassador for the company at all times, having a clear understanding of the strategic place in the advice market. Responsibilities Plan, implement and execute the annual business plan in line with the agreed individual targets Build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition and to deliver new client instructions and client referrals as a result of satisfied clients Achieve and maintain professional competence as defined within the company's professional standards framework Strive for no complaints and where they are received ensure they are brought to a satisfactory resolution in a timely fashion Manage existing client base and prospect resource on an ongoing basis Ensure clients have the right asset allocation to achieve their financial objectives with the minimum level of risk Ensure all client portfolios are reviewed at least annually in line with clients' changing risk attitudes and strategic requirements Lead and motivate a team ensuring that targets are effectively communicated Assist in the induction and development of new Advisers and nurture talent within Understand, support and be aligned with the company's business development activities, in particular leading the development and servicing of key strategic business Partners To be successful you will need Chartered status with aspirations for further professional qualification development Proven ability to deal with new and existing clients on a fee basis Ability to work under pressure and to meet deadlines Ability to understanding and communicate advice practices and processes clearly and effectively Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions Proven ability in mentoring, training and developing Adviser colleagues If successful, you will benefit from Competitive salaries; £100,000 Performance related bonus Company benefits Very strong leads are provided Technical support function provided Market leading brand Exposure to high-net worth clients Plush city-based office with amazing views This is a fantastic opportunity to progress your career, with an award-winning firm. There are no glass ceilings here We are looking for ambitious and goal-orientated Sales Managers, with strong leadership skills, to represent a company where first impressions are everything. If this is you, send across your CV and we will be in touch with more information Full job specification available. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.