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Manager (team leader) - financial advice

Leeds
Capio Recruitment
Team leader
Posted: 30 August
Offer description

* Management and leadership of a team of Financial Planners
* Direct line management of the Head of Paraplanning, ensuring the paraplanning function is effectively supporting the adviser team
* Player/Manager" - Enjoy dealing with clients and continuing managing client relationships and writing new business.
* Ideally have some experience of managing financial planners
* Developing and growing the financial planning team
* Ideally chartered status
* Comfortable using cash flow modelling tools and working as a holistic financial planner
* Has been or have experience of working with technical paraplanners
* Ambitious individual who would see this as a stepping stone to Executive level.
* Strategic business planning for future growth (organic & inorganic)
* Engage in Business development projects alongside CEO and Exec team

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Home > Jobs > Management jobs > Team leader jobs > Team leader jobs in Leeds > Manager (Team Leader) - Financial Advice

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