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Financial Planning & Sales Manager - ref: 10708
£50000 - £60000
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:
• 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