Job Information

Purpose of the Role:
To manage and develop a team of up to c 15/20 Private Client Advisers, Corporate and Self Employed Consultants.
To deliver an annual team target, which will be agreed with the Regional Manager.
Responsible for delivery and support for company strategy/regulatory changes and business quality.
Reporting to the Regional Manager as part of the regional management team.
The role holder will be responsible for the direct line management of a team of Private Client Advisers and Corporate Consultants where applicable.

Skills and Experience:

• Minimum 5 years experience in managerial roles
• Competent Adviser Status : Dip PFS and Diploma Level 4
• JO7 or equivalent preferred. SM’s are expected to aspire to achieving this qualification
• Proven success as a business leader with commercial and organisational awareness skills
• Excellent knowledge and practical experience of advisory process within financial services, and similarly for corporate business
• Strong leadership, coaching and management skills
• Excellent interpersonal and relationship building skills and ability to deliver through others
• Excellent communication and time management skills
• A strong background in PI and or Affinity Development

Key Accountabilities:

• Training/Development and Coaching of Advisers

Salary offered £70,000 Plus Bonuses, excellent Benefits