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- Tasks: Lead a team of 5 administrators, ensuring smooth financial planning operations.
- Company: Join a reputable chartered financial planning firm with a strong UK presence.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Be part of a growing firm that values leadership and teamwork in finance.
- Qualifications: Experience in financial planning and team management is essential.
- Other info: This role offers the chance to work across multiple locations, enhancing your leadership skills.
The predicted salary is between 43200 - 72000 £ per year.
Fram are working with a chartered financial planning firm with offices across the UK. Due to growth within the firm, they are looking for a Financial Planning support Team Leader to manage a team of 5 administrators across two offices.
The role will be based in Preston, looking after a small team there with 2 further administrators in the Manchester office, but these will be managed remotely.
Financial Planning - Team Leader employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning - Team Leader
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially the specific services offered by chartered firms. Understanding the nuances of financial planning will help you demonstrate your expertise and leadership potential during discussions.
✨Tip Number 2
Highlight your experience in managing teams, particularly in a remote setting. Be prepared to discuss strategies you've used to motivate and support team members who are not physically present, as this is crucial for the role.
✨Tip Number 3
Network with professionals in the financial planning sector, especially those who work in or have connections to chartered firms. This can provide valuable insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 4
Prepare to discuss how you would handle challenges specific to managing a team across multiple locations. Think about communication tools and techniques that foster collaboration and efficiency among team members in different offices.
We think you need these skills to ace Financial Planning - Team Leader
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities of a Financial Planning Team Leader. Highlight your experience in managing teams and any relevant financial planning qualifications.
Tailor Your CV: Customise your CV to reflect your leadership skills and experience in financial planning. Include specific examples of how you've successfully managed teams and improved processes in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to lead a team. Mention your understanding of remote management, as you'll be overseeing administrators in another office.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams in the past, highlighting your approach to motivating and guiding team members.
✨Understand Financial Planning Fundamentals
Make sure you have a solid grasp of financial planning principles. Be ready to discuss relevant regulations, strategies, and tools that are essential for the role, as this will show your expertise and commitment to the field.
✨Emphasise Remote Management Experience
Since you'll be managing some team members remotely, share your experiences with remote team management. Discuss how you maintain communication, foster collaboration, and ensure productivity among team members who are not physically present.
✨Prepare Questions About the Firm's Growth
Research the firm's recent growth and prepare insightful questions about their future plans. This shows your interest in the company and helps you understand how you can contribute to their ongoing success.
