We are currently recruiting on behalf of one of the UK’s largest and most successful financial planning organisations for a Financial Adviser Team Leader. This is a fantastic opportunity to lead a high-performing team while managing your own portfolio of clients and contributing to the growth of the business.
Role Overview:
- As the Financial Adviser Team Leader, you will be responsible for:
- Managing and developing a portfolio of high-net-worth clients, delivering exceptional financial planning advice and maintaining strong client relationships.
- Leading and mentoring a small team of successful financial planners, providing guidance, support, and development opportunities.
- Driving the organic growth of the business by identifying and capitalising on new business opportunities.
- Collaborate with internal Investment Managers and other partners to leverage leads and generate ongoing business growth.
- Ensuring compliance with all regulatory requirements and maintaining the highest standards of professionalism and integrity.
Key Requirements:
- A proven track record in financial advice, with a focus on high-net-worth clients.
- Experience in a leadership or mentoring role.
- Strong interpersonal and communication skills, with the ability to build and nurture client relationships.
- Relevant financial planning qualifications (e.g., Diploma in Financial Planning as a minimum; Chartered status desirable).
- Strategic mindset with a results-driven approach to business development.
What’s on Offer:
- Competitive basic salary of circa £100,000, plus bonuses.
- A comprehensive benefits package, including pension contributions, private healthcare, and more.
- Ongoing professional development and career progression opportunities within a market-leading organisation.
- The chance to work with a dynamic team in an established and reputable company.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
