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Financial Adviser Manager - South

BWD Search & Selection
Posted 2 days ago, valid for 20 days
Location

Cambridge, Cambridgeshire CB2 8AG, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • BWD is supporting a leading advisory business in expanding their remote advisory advice team.
  • They are seeking an experienced advisory manager with a minimum of several years of experience to oversee and develop a team of financial planners.
  • The role requires the Dipfa in financial planning and expertise in Investment, Pension, and Protection products, with responsibilities including coaching and monitoring client reviews.
  • The position is remote and will initially manage around 10 financial planners, with plans to grow the team to approximately 15 in the next 18 months.
  • The opportunity offers a competitive salary of around £78k, along with a non-contributory pension and additional benefits, providing excellent long-term career prospects.

BWD are supporting a leading advisory business in their continued growth of their remote advisory advice team. In support of this growth, they are seeking an experienced advisory manager to oversee and develop an existing team of financial planners, a team that predominantly services the needs of a large and loyal client base.

You will coach, mentor and develop a team of advisor's of varying experience to ensure that the advisory team and offering first class, timely and complaint advice to a client base of varied wealth. You will hold the Dipfa in financial planning and be competent across the full range of Investment, Pension and Protection products, you will help manage work flow, monitor client reviews and offer one to one support for advisers through the client advice process.

The position will be remote based and will hold responsibility for c10 financial planners with continued growth expected to take this to c15 over the next 18 months.

The opportunity offers a competitive basic salary, rewarding non contribution pension, additional fringe benefits and on target earnings of c£78k, the size and scale of the organisation also offers great longer term career prospects for those wishing to advance their careers.

Applications are invited from experienced adviser managers based across the south of the UK with a proven ability in adviser management and target achievement.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.