At a Glance
- Tasks: Lead and develop a team of Financial Planners while managing HNW client relationships.
- Company: Highly regarded wealth management business with a focus on leadership and client engagement.
- Benefits: Competitive salary, professional development, and the chance to work with high-net-worth clients.
- Other info: Opportunity for career growth and collaboration across various departments.
- Why this job: Blend leadership with hands-on financial planning in a dynamic environment.
- Qualifications: Chartered Financial Planner status and 5+ years as an Independent Financial Adviser.
The predicted salary is between 42750 - 52250 £ per year.
We’re working with a highly regarded wealth management business that is looking to appoint a Financial Planning Team Leader. This is an excellent opportunity for an accomplished Financial Planner to take on a key leadership position while remaining actively involved with clients. The role offers a genuine blend of people management and financial planning, with approximately half your time dedicated to leading and developing a team of Financial Planners and the remainder focused on managing relationships with a select portfolio of High-Net-Worth clients.
Role & Responsibilities:
- Leading, coaching and developing a team of Financial Planners
- Conducting regular 1-2-1s and structured development meetings
- Supporting less experienced advisers as they progress within the business
- Helping advisers improve productivity, capacity and overall performance
- Maintaining consistently high standards of financial advice and client outcomes
- Overseeing adviser development through appropriate Training & Competence frameworks
- Identifying opportunities to improve advice processes, efficiency and consistency
- Using management information to understand performance and identify areas for improvement
- Working collaboratively with colleagues across Compliance, Operations, HR, Growth and Proposition
- Helping the business plan for future adviser recruitment, development and succession
- Managing your own portfolio of established HNW clients
- Providing holistic financial planning across areas including investments, pensions and protection
Do you have the following to apply?
- Chartered Financial Planner status
- At least 5 years' experience as an Independent Financial Adviser
- Strong technical knowledge across pensions, investments, protection and wider financial planning
- Experience working with HNW clients and more complex planning requirements
- Previous experience of managing, coaching or mentoring Financial Planners
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Financial Planning Team Leader in Marlow employer: Clayton Davies Ltd Careers
Join a leading wealth management firm that prioritises client satisfaction and professional development. With a full client bank to inherit, you will thrive in a supportive environment that encourages continuous learning and adherence to the highest standards of financial advice. Enjoy a culture that values integrity and excellence, providing you with the tools and opportunities to grow your career as an Independent Financial Advisor.
Contact Details:
Clayton Davies Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Team Leader in Marlow
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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.
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How to prepare for a job interview at Clayton Davies Ltd Careers
✨Brush Up on Financial Analysis Skills
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