At a Glance
- Tasks: Lead a team of Financial Planners while managing a portfolio of High-Net-Worth clients.
- Company: Join Amber River Premier, a client-focused financial services firm.
- Benefits: Competitive salary, personal development opportunities, and a dynamic work environment.
- Other info: Opportunity for growth in a supportive and innovative culture.
- Why this job: Make a real impact by shaping the future of financial planning and developing talent.
- Qualifications: 5+ years as an Independent Financial Adviser with leadership experience.
The predicted salary is between 59400 - 72600 £ per year.
Amber River Premier is seeking an exceptional
Financial Planning Team Leader to support our team of Financial Planners.
This is a unique opportunity for an experienced Chartered Adviser to combine operational management skills with hands-on client advisory work, implementing our advice proposition while continuing to deliver outstanding outcomes for High-Net-Worth clients.
This is a true dual-role position, with approximately 50% of your time focused on leading and developing our Financial Planning team, and 50% dedicated to managing a select portfolio of HNW clients.
What you'll be doing
As Financial Planning Team Leader, you will
- Manage and develop a high-performing team of Chartered Financial Planners, creating a culture of excellence, accountability and continuous improvement.
Levels of experience will range across the team from Paraplanners transitioning into Advisers and those with several years' experience already within the industry.
You will initially manage a team of 4-5 Advisers, with the team growing over time.
- Drive adviser capacity planning, recruitment, development, retention and succession planning.
- Ensure the delivery of high-quality independent financial advice that achieves outstanding client outcomes and meets all regulatory requirements.
- Own and optimise advice processes to improve consistency, efficiency and scalability across the business.
- Use management information and business insights to identify opportunities for growth, productivity improvement and enhanced quality.
- Conduct regular 1-2-1s and quarterly personal development meetings (PDPs) with the team of Chartered Financial Planners.
- Partner closely with Compliance, HR, Operations, Growth and Proposition Directors to support business performance and potential future acquisitions.
- Supervise and develop Financial Planners through Training & Competence frameworks, file reviews and professional coaching.
- Build and maintain your own portfolio of complex HNW client relationships, providing expert financial planning advice and ongoing servicing.
- Build relationships with existing, well-established clients.
What we're looking for
We're looking for a proven leader who combines deep technical expertise with commercial acumen and a passion for developing people.
We are also open to receiving applications from Advisers with current line management or mentoring experience that are keen to transition into a formal Management/Advice role.
Essential experience and qualifications
- Minimum 5 years' experience as an Independent Financial Adviser.
- Strong understanding of wealth management, pensions, investments, protection and the wider UK financial services market.
Preferably working with high-net-worth clients with complex financial planning requirements.
- Experience leading, coaching and mentoring advisers and building high-performing teams.
- Exceptional commercial awareness, decision-making and stakeholder management skills.
- Ability to analyse business performance data and turn insights into actionable plans.
This is an opportunity to play a pivotal leadership role in a growing, client-focused business.
You'll have the platform to influence strategy, shape culture, develop talented advisers and help drive the next stage of growth, while continuing to do what you do best-deliver exceptional advice to clients.
Additional management skills training and qualifications are available for applicants seeking further personal development.
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Financial Planning Team Leader in Marlow employer: Amber River Premier
Amber River Premier is an exceptional employer located in the picturesque town of Marlow, Bucks, offering a supportive work culture that values professional development and employee well-being. With a hybrid working model, employees enjoy the flexibility of remote work while also benefiting from in-person collaboration three days a week. The company provides clear pathways to professional qualifications, ensuring that every team member has the opportunity to grow and thrive in their career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Team Leader in Marlow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Amber River Premier. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Team Leader in Marlow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Amber River Premier.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Amber River Premier's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Amber River Premier
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Amber River Premier.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Amber River Premier will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Amber River Premier employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
