Clayton Davies Ltd in the United Kingdom is seeking a Financial Planning Team Leader to lead a team of Financial Planners while staying involved with a select client portfolio.
The role blends people management with hands-on financial planning, requiring Chartered status and extensive experience with High-Net-Worth clients, pensions, investments, and protection.
You will coach, develop and drive high-quality advice, while collaborating with Compliance, Operations and HR to support growth.
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Lead Financial Planner — Team Leader for HNW Clients employer: Clayton Davies Ltd
Join a dynamic and supportive team at our client's established financial advice business, where your role as an IFA Administrator will be pivotal in delivering exceptional client service. With a strong focus on professional development, the company fosters a collaborative work culture that encourages growth and innovation, all while ensuring compliance and high standards are met. Located in a thriving area, employees benefit from a vibrant work environment and opportunities to enhance their skills in the financial sector.
