At a Glance
- Tasks: Lead a team of Financial Planners while managing relationships with High-Net-Worth clients.
- Company: Highly regarded wealth management business in Marlow with a hybrid work model.
- Benefits: Competitive salary and the chance to develop your leadership skills.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Blend leadership with client interaction in a dynamic financial environment.
- Qualifications: Experience in financial planning and strong leadership skills.
The predicted salary is between 59400 - 72600 £ per year.
⭐️ Financial Planning Team Leader 📍 Marlow (Hybrid) 💰 Competitive Salary We’re working with a highly regarded wealth management business in Marlow 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
Financial Planning Team Leader employer: Clayton Davies
As a growing IFA firm, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee development and collaboration. Our home-based model offers flexibility while ensuring our Client Review Team Leader can lead a dedicated team in delivering exceptional service to clients, with opportunities for professional growth through mentoring and hands-on involvement in technical report writing. Join us to be part of a culture that values innovation, teamwork, and the pursuit of excellence in financial advisory services.
