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For Companies At a Glance
- Tasks: Lead and mentor a remote team of financial planners, focusing on quality advice.
- Company: Reputable national firm with a supportive and non-pressured work culture.
- Benefits: Competitive salary, annual bonus, 10% pension contribution, private health cover.
- Why this job: Enjoy a leadership role without the stress of targets, just pure coaching and development.
- Qualifications: Level 4 qualified with experience in leading financial planners.
- Other info: Work from home with excellent career growth opportunities.
The predicted salary is between 60000 - 70000 £ per year.
Overview
Town/City: Remote - South Midlands, South West, South East
County: All Of UK
What’s up doc? When you lead others, what’s the best bit? Mentoring, training and personal development would likely come high in the list. Targets, performance plans and telling someone to shape or ship out wouldn’t. So how about a leadership role where you won’t be worrying about income production or targets? Where you’ll be listening, guiding and coaching - not number crunching, pressure and performance plans. In short, all carrot and no stick. Sounds liberating doesn’t it?
At this business that’s exactly what you’ll do. You’ll lead a team of up to 15 employed financial planners who in turn provide high quality advice to the firm’s clients. Your focus will be on the quality of that advice, not the income it produces. In fact you won’t have an income target at all. You’ll work from home managing your team who themselves are remote. You’ll have a salary of between £60,000 and £70,000 and will earn an annual bonus of c£10,000.
Benefits
- 10% pension contribution
- Private health cover
- Income protection
The Company
The firm is a national business with a strong reputation across platforms and financial planning. They offer what you expect - excellent benefits, countless internal opportunities, brand - but also what you might not expect. It’s a good place to work - their approach to targets demonstrates that.
Here’s what you’ll need
- You will be level 4 qualified. Advice at the firm is pension and investment focused so these are important areas of technical knowledge.
- You’ll have experience of leading financial planners but you don’t need to have managed sizeable teams.
- This is a home based job. Experience of that, or managing remote advisers, would be useful, but not imperative.
- You’ll love coaching and developing others. You’ll have a "client first" approach. And you’ll love seeing others succeed and develop under you. Knowing that in some way, they wouldn’t have got there without you. Or your carrots.
Next steps
Click apply. If you don’t have a CV JUST send us a way of contacting you. We can get to the CV later. Everyone will receive a response. Sticks not required.
Telephone Advice Manager in London employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Advice Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Telephone Advice Manager role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your coaching and mentoring skills. Think of examples where you've helped others succeed, as this is key for the role. We want to hear about how you’ve made a difference in your team’s performance!
✨Tip Number 3
Showcase your remote management experience! If you've led teams from home before, make sure to highlight that in conversations. It’s all about demonstrating that you can keep the team motivated and engaged, even from a distance.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy, and we promise everyone will get a response. Plus, it shows you’re serious about joining our fantastic team and embracing that 'client first' approach.
We think you need these skills to ace Telephone Advice Manager in London
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for mentoring and coaching. Remember, it’s all about that 'client first' approach!
Tailor Your Application: Make sure to highlight your experience in leading financial planners and any relevant qualifications. We’re looking for someone who understands the importance of quality advice, so connect your past experiences to what we value here at StudySmarter.
Keep It Simple: Don’t overcomplicate things! A clear and concise application is always appreciated. Focus on your key achievements and how they relate to the role. We love straightforward communication, so keep it easy to read.
Apply Through Our Website: We encourage you to apply directly through our website. If you don’t have a CV ready, no worries! Just send us a way to contact you, and we can sort out the details later. Everyone gets a response, so don’t hesitate!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments, as these are key areas for the role. Being level 4 qualified is a must, so be ready to discuss your qualifications and any relevant experience in detail.
✨Show Your Leadership Style
Since this role involves leading a team of financial planners, think about your leadership style and how you can convey that during the interview. Be prepared to share examples of how you've mentored or developed others in the past, focusing on your 'client first' approach.
✨Remote Management Experience
If you have experience managing remote teams, highlight it! Discuss any challenges you've faced and how you've overcome them. If not, think about how your skills can translate to a remote setting and be ready to explain that.
✨Emphasise Coaching and Development
This role is all about guiding and coaching others, so make sure to express your passion for helping others succeed. Share specific examples of how you've helped team members grow and develop their skills, and why that brings you joy.
