Financial Planning Team Manager - Kent

Financial Planning Team Manager – Kent

Type of Position: Financial Planning Team Manager – Kent
Pay: £65k – £80k

Job Overview

We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company’s extensive client bank.

You will be responsible for the overall success of your Team by monitoring and implementing team objectives and targets whilst ensuring you remain compliant with the Company’s policies and procedures. You will be looking after a team of roughly 11 individuals all working together to service clients.

Key Responsibilities:

• Lead, motivate and manage the Private Client team to ensure full support is given to client bank.
• Produce accurate monthly forecasts and monthly team business updates.
• Compliance reporting.
• Weekly team activity management.
• Monthly one-to-one meetings with Financial Consultants.
• Build and maintain relationships with Corporate and Individual Clients, both prospective and existing, focused on delivering a great client experience.
• Maintain effective communication with various teams within the business, including Paraplanning, Compliance, Client Liaison, and Service Centre teams to ensure client activity and work is progressing well.
• Ensure that all regulated work for your team is carried out in accordance with compliance framework and proposition tools to eradicate the potential for errors.
• Ensure that any advice given is professional, compliant, and free of errors.
• T&C is completed to a competent and thorough standard.

Additional Responsibilities:

• Work with and as directed by the Head of Channel to manage the development and profitability of the Team to maximize results.
• Hold monthly meetings, discuss task delegation, review issues, monitor sick leave and attendance, and manage staff performance in line with the Company’s PMS and T&C requirements.
• Lead, manage, motivate and develop the Private Client Consultant Team ensuring distribution of daily workloads and maintaining internal controls to deliver a quality and timely service standard to our individual/HNW clients.
• Responsible for recruitment, training, and development of the individual team, conducting regular one-on-ones and annual appraisals.
• Ensure the team is managing their new pipeline business and provide support to the Head of Channel on management information.
• Provide input to the maintenance of individual procedures and ensure good practice is adopted through demonstrating the “treating the customer fairly” principles across the team.
• Assist and drive internal and external projects as required by the Head of Channel.
• Foster within the team a customer focus and concern for quality, ensuring high customer satisfaction and client retention.
• Ensure all information is accurately recorded on the CRM system in a timely manner.

This position offers a generous salary and benefits package, along with the flexibility of remote working. If you are interested in applying for this position, please forward a copy of your CV to .

Apply for this job

Your Name (required)
Your Email (required)
Phone Number (required)
CV Upload
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.

#J-18808-Ljbffr