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Financial Planning & Sales Manager - ref: 10708
£50000 - £60000
published: 07/02/2018
Our client is a highly regarded wealth management firm focusing on a IFA orientated business.
An opportunity has arisen for a successful and driven Financial Planner. This is a dual role as you will also manage the sales team to enhance performance and profitability.
Duties will include:
Financial Planner
Develop opportunities and deepen relationships with clients in existing   portfolio. 
Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment.  
Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external business partners) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment 
Working in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner 
Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training
Financial Planning Manager
Provide leadership to your team of financial planners.
Support your team in achieving their personal targets and objectives. 
Coach and develop your team.
Identification of strengths and weaknesses with a view to improve/enhance performance.
Monitor the performance of your team at monthly 121's (sales
Apply now
Clients Get in touch
0207 199 6263
finding the right person for the right role

Get in touch
0207 199 6263
finding the right person for the right role