⭐️ Senior Financial Adviser & Team Lead
📍 Home Based
💰 c.£80,000+ Benefits
Our client is looking for an experienced Senior Financial Adviser & Team Lead to join their growing firm. This is a unique opportunity for someone who can both provide expert financial advice to clients and lead a talented team of advisers to success.
As a Senior Financial Adviser & Team Lead, you’ll combine your passion for helping clients achieve their financial goals with your ability to inspire and manage a team. You’ll play a key role in shaping their financial advisory services, ensuring exceptional client experiences, and driving team performance.
Role & Responsibilities: 📋
* Provide tailored financial advice to a portfolio of clients, covering investments, pensions, insurance, and other financial planning areas.
* Lead, mentor, and develop a team of financial advisers to achieve individual and team targets.
* Oversee compliance and regulatory standards across the team’s activities.
* Drive business development and client acquisition strategies.
* Collaborate with senior management to shape strategic direction and improve advisory processes.
Do you have the following to apply? ✅
* Minimum Level 4 qualified and ideally Chartered or close to achieving.
* Proven experience delivering high-quality financial advice to clients.
* Demonstrated leadership experience, ideally within a financial services environment.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.