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Manager (Team Leader) - Financial Advice

Capio RecruitmentNewcastle upon Tyne, UK

26 days ago

Job type

Full-time

Job description

Management and leadership of a team of Financial Planners

Direct line management of the Head of Paraplanning, ensuring the paraplanning function is effectively supporting the adviser team

Player / Manager" - Enjoy dealing with clients and continuing managing client relationships and writing new business.

Ideally have some experience of managing financial planners

Developing and growing the financial planning team

Ideally chartered status

Comfortable using cash flow modelling tools and working as a holistic financial planner

Has been or have experience of working with technical paraplanners

Ambitious individual who would see this as a stepping stone to Executive level.

Strategic business planning for future growth (organic & inorganic)

Engage in Business development projects alongside CEO and Exec team

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Team Leader • Newcastle upon Tyne, UK

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