Financial Adviser Manager - South

placeCambridge calendar_month 

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.

placeCambridge
Supporting a lovely company for FINANCIAL ADVISOR IN CAMBRIDGE. who Reports to the Head of Financial Planning / Director in Charge of Financial Planning Location: The job holder is based at the office close and after around 6 months you may...
business_centerHigh salary

Chelmsford - Protection Adviser

placeChelmsford, 33 mi from Cambridge
Job Profile: Job Description: We are seeking a proactive, motivated and experienced Protection Adviser to join our team. The successful candidate will be responsible for providing expert advice on protection products, including life insurance...
apartmentVero HR LtdplacePeterborough, 33 mi from Cambridge
to join the friendly and supportive team based in Peterborough. As the Financial Planning Administrator, you will work closely with the Financial Planners and Advisors to provide administrative support. You will assist with the preparation of client...