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:
1. Lead and oversee a team of financial advisors, ensuring they meet performance
2. targets and comply with best practices.
3. Provide mentorship and guidance to team members, from junior/trainee advisors to
4. seasoned IFAs, to support their professional growth.
5. Uphold the highest standards of client service and support throughout the team.
6. Cultivate and manage strategic partnerships with external entities to enhance
7. business prospects.
8. Identify and implement process enhancements to boost team efficiency and efficacy.
9. Manage the Annual Reviews process and supervise competiti...