Lead IFA Team for Financial Planning & Growth

Lead IFA Team for Financial Planning & Growth

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
North Oak Recruitment

At a Glance

  • Tasks: Lead a team of advisers to drive performance and ensure client satisfaction.
  • Company: North Oak Recruitment, a leader in financial services.
  • Benefits: Competitive salary, career development opportunities, and a supportive work environment.
  • Other info: Join a dynamic team focused on growth and excellence.
  • Why this job: Shape the future of financial planning while making a real impact on clients' lives.
  • Qualifications: Experience in financial services and strong leadership skills.

The predicted salary is between 60000 - 80000 £ per year.

North Oak Recruitment is seeking a Financial Services Planning Manager in Leicester to lead an adviser team, drive performance, and ensure compliant client outcomes. The role involves strategic leadership and growth of the team’s book of advice.

You will work across compliance, operations and product teams, shaping processes, performance management and client service standards to deliver sustainable growth and high professional standards.

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Lead IFA Team for Financial Planning & Growth employer: North Oak Recruitment

As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.

North Oak Recruitment

Contact Details:

North Oak Recruitment Recruitment Team

We think you need these skills to ace Lead IFA Team for Financial Planning & Growth

Leadership Skills
Performance Management
Compliance Knowledge
Client Service Standards
Strategic Planning
Financial Planning
Team Management