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Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge. Our Senior Managers work closely with their team of Advisers to ensure that each individual meets or exceeds their quarterly and yearly business plan. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, our Senior Managers are motivated to ensure each individual in their team is delivering the best possible advice and ongoing service to their clients in a compliant manner.
Job Responsibility:
Developing objectives and creating business plans for individuals within the team
Coaching and mentoring Advisers to ensure business plans are met
Taking overall responsibility for achieving cumulative team performance expectations
Working closely with Operations and Paraplanning Managers
Implementing effective training and development programmes
Responsible for certain categories of business “sign off” in accordance with company requirements
Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons
To ensure the effective delivery of the Senior Management and Certification Regime
Requirements:
The Level 4 Diploma in Regulated Financial Advice Dip PFS is essential
Significant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge and experience of the advisory process
Flexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience
Proven success as a business leader with commercial acumen and the ability to deliver though others
The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders
Nice to have:
J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage
What we offer:
A competitive salary with the opportunity to earn a quarterly bonus
Contributory pension
25 days holiday (increasing to 30 with length of service), plus bank holidays
Life assurance
Private Health Care contribution
Comprehensive induction and training programme
Fully funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work scheme
Paid volunteering days each year, to support your local community
Access to our free mortgage service, through our internal mortgage team
Employee Assistance Programme with access to a 24/7 helpline