Job Details

Senior Manager (IFA)

Sector:Financial Services

Region : North West England

Location: Newcastle

Salary: Salary + bonuses/commissions + ex Benefits/car

Job Ref.: CL2511CDNC

Job Information

Senior Manager (IFA) required for National firm of FInancial Advisors.

The role holder will be part of a team of Senior Managers who each manage a team of professionally qualified Private Client Independent Financial Advisers and Corporate Consultants located across our 13 offices. The Private Client IFA’s offer an independent, personal and proactive advisory service to our clients, they will typically provide advice on the full range of financial planning services such as: investments; retirement; tax; education; savings; protection; long term care and mortgage planning. As a full service, the corporate division provides independent Employee Benefits and Human Resource consultancy. They offer our clients top level performance and enhancing packages including Rewards and Incentives, Risk and Healthcare cover and Pension solutions.

Key Accountabilities:

Training/Development and Coaching of Advisers

To lead, manage, coach and develop the performance of teams within their management jurisdiction.

Implement effective training and development plans for all direct reports via an annual assessment and ongoing during the year.

Increase own and other direct reports technical knowledge and awareness of market and legislative conditions to enable the highest standards of advice to be given.

To identify adviser’s appropriate training and personal development needs through the annual completion and review of the Personal Development Analysis.

hours of work are 35 hours per week, between 9am and 5pm, Monday to Friday (1 hour lunch break), however flexible is required to suit the needs of the business. Holiday’s are 25 days holiday per year, holiday entitlement increases to 26 days after five complete years’ service and then by 1 additional day per year up to a maximum of 30 days. Full Benefits package will be discussed upon application