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- 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 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
✨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 leadership role. You never know who might have the inside scoop on opportunities that aren't even advertised yet.
✨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 will resonate well with the 'client first' approach they're after.
✨Tip Number 3
When you get the chance to chat with potential employers, show your passion for developing teams. Share your vision for how you would lead and support your team of financial planners, focusing on quality advice rather than targets.
✨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 a company that values a supportive work environment.
We think you need these skills to ace Telephone Advice Manager
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 Clear and Concise: While we love a good story, keep your application straightforward. Use clear language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point – just like our approach to leadership!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, if you don’t have a CV ready, just drop us your contact details and we’ll sort it out later!
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 how you can demonstrate your coaching and mentoring skills. Prepare examples of how you've helped others succeed in the past, focusing on your 'client first' approach.
✨Remote Management Experience
If you have experience managing remote teams, be sure to highlight it. Discuss any tools or strategies you’ve used to keep your team engaged and productive while working from home. If not, think about how you would adapt your leadership style to a remote setting.
✨Emphasise a Positive Work Environment
This company values a supportive atmosphere over pressure and targets. Be prepared to talk about how you create a positive environment for your team and how you celebrate their successes. Show that you’re all about the carrots, not the sticks!
