Team Leader - Financial Planning

  • Location

    Bournemouth, Dorset

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum + Excellent Bonus + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1621_1560267448

  • Published:

    over 1 year ago

  • Expiry date:

    2019-07-11

  • Startdate:

    ASAP

  • Consultant:

    #

An award winning Financial Planning and Investment Management firm with a national presence are currently in the market to recruit a Team Leader to join their growing team. The organisation have multiple offices across the UK and have an excellent reputation, they are looking to recruit a Team Leader to oversee and manage a team of IFA Sales Support Administrators.

You will be required to lead, oversee and manage the IFA Administrators to ensure a high level of service is being provided to the firms Financial Planners and clients.

The ideal candidate will have experience in a similar position, either working as Senior IFA Administrator, IFA Team Leader or Manager. You should have experience working within Financial Planning/Wealth Management, you will a strong understanding of the market and good technical skills.

This is an excellent opportunity to join a growing, market leading organisation where you can have a long term career. You will be provided with first class training, support for market exams and there will be opportunities to further progress within the company.