My Client is looking for an experienced Business Manager to join the highly successful practice.
Primarily you will be responsible for the day to day leadership and performance management of a small team of financial planners. This will involve hands on coaching & management with a focus on individual and collective business growth.
You will not be leading more than seven finical planners and Therefore a key aspect of the role will be to recruit a small number of additional team members then maintain the optimum team size and be accountable for consistently growing annual productivity objectives. The role does not include regulatory supervision.
You will need to be prepared to join a small management team where contributions into other focus areas for the business e.g. business development, proposition improvement and marketing will be required.
The initial role is a hybrid leadership and advisory role therefore effective time management and organisational skills will be paramount. As the team reaches optimum size the requirement for personal client work will become optional.
A clients come first mentality with a highly professional and ethical approach
An experienced financial services industry manager who can lead from the front by demonstrating “what good looks like”
Excellent relationship building skills
Practical experience of authentic holistic financial planning
Self-starting and goal driven
Excellent problem solving ability
Entrepreneurial flair complimented by the ability to work with proven processes and formulae
Minimum of Diploma in regulated financial planning (or equivalent)
A truly service led proposition where clients come first
Core income plus performance bonus
Future potential opportunity for equity participation
A friendly team based work environment
A contemporary approach to financial planning
Whole of Market approach
Substantial marketing & business development support
Award winning Wealth Management strategies
Global Investment Management Expertise
A sensible approach to regulatory supervision
If this sounds like you? Call Kerrie Hood on 0161 817 3908 or email your CV to firstname.lastname@example.org