Clayton Davies
Financial Planning Team Leader
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⭐️ Financial Planning Team Leader
📍 Marlow (Hybrid) 💰 Competitive Salary
We’re working with a highly regarded wealth management business in Marlow that is looking to appoint a Financial Planning Team Leader. This is an excellent opportunity for an accomplished Financial Planner to take on a key leadership position while remaining actively involved with clients.
The role offers a genuine blend of people management and financial planning, with approximately half your time dedicated to leading and developing a team of Financial Planners and the remainder focused on managing relationships with a select portfolio of High-Net-Worth clients.
Role & Responsibilities: 📋
- Leading, coaching and developing a team of Financial Planners
- Conducting regular 1-2-1s and structured development meetings
- Supporting less experienced advisers as they progress within the business
- Helping advisers improve productivity, capacity and overall performance
- Maintaining consistently high standards of financial advice and client outcomes
- Overseeing adviser development through appropriate Training & Competence frameworks
- Identifying opportunities to improve advice processes, efficiency and consistency
- Using management information to understand performance and identify areas for improvement
- Working collaboratively with colleagues across Compliance, Operations, HR, Growth and Proposition
- Helping the business plan for future adviser recruitment, development and succession
- Managing your own portfolio of established HNW clients
- Providing holistic financial planning across areas including investments, pensions and protection
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Do you have the following to apply? ✅
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- Chartered Financial Planner status
- At least 5 years' experience as an Independent Financial Adviser
- Strong technical knowledge across pensions, investments, protection and wider financial planning
- Experience working with HNW clients and more complex planning requirements
- Previous experience of managing, coaching or mentoring Financial Planners
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.
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