Role
Nigel James Associates is working exclusively with a national wealth manager to recruit for an experienced Financial Planning Manager overseeing a team of experienced Financial Planners within the South of England. Our client advises HNW-UHNW clients and the Advisers are situated within Berkshire, Buckinghamshire, Bristol and London. The role would be mainly focused on sales management with some T&C elements for development and to help your Advisers achieve targets set. Ideally, our client is looking for somebody to join the business in a ‘player/manager’ capacity where you manage some clients of your own but the key criteria of this role is to be an experienced manager with a level of gravitas to lead.
Requirement
To be considered for the role you must be a highly experienced Financial Planning Manager/Team Leader that is used to managing experienced Financial Planners that deal with large clients with complex needs. You will be Level 4 qualified. It is not essential for the role but if you were still advising clients of your own alongside your managerial responsibilities this would be highly desirable. You will have exposure to managing larger teams and be comfortable working within a corporate/professional environment.
Why join?
This is a great opportunity to join a FTSE 250 company who one of the market leaders within the industry with a great culture employing some of the top professionals within the space. You will be awarded an attractive basic salary and rewarded bonus based on individual and team performance which will include growth. You will also be provided with fantastic corporate benefits.
What next?
If you are interested in this particular position and believe you are good fit for the role with the criteria outlined then please do apply or get in touch to find out more!