Job Description
The Company:
This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience.
This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge.
The Role:
* Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients.
* Provide coaching and mentoring to developing Advisors.
* Support the growth and development of the team.
* Set and monitor KPIs.
* Be the key point of contact regarding any issues, complaints or concerns.
The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month.
The Candidate:
* Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner.
* Previous experience managing a team would be preferred.
* Strong technical knowledge with a solid understanding of the Financial Planning process and regulations.
The Package:
1. Salary up t...