Advisor Manager

The Company:

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience.

This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge.

The Role:

• Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients.
• Provide coaching and mentoring to developing Advisors.
• Support the growth and development of the team.
• Set and monitor KPIs.
• Be the key point of contact regarding any issues, complaints or concerns.

The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month.

The Candidate:

• Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner.
• Previous experience managing a team would be preferred.
• Strong technical knowledge with a solid understanding of the Financial Planning process and regulations.

The Package:

• Salary up to £60k (depending on experience) bonus

Contact: Karen Cummins

Reference: KC/97004

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.