Wealth Team Manger

Job Overview:

To provide initial and on-going advice to new and existing clients.

Oversight of the client liaison team that support this function.

Key Responsibilities:

• Provide initial advice relating to financial planning and wealth advice
• Provide on-going servicing to clients
• Liaise with internal stake holders within the office to explain the role and any new initiatives across the business
• Maintain Statement of Professional Standing
• Ensure Continued Professional Development is sufficient based on areas of work
• Oversight of the Client Liaison team to ensure that administration is completed in a timely and effective manner
• Coach and develop team to ensure they strive for excellence, addressing any training and development needs; ensuring direct reports have a personal development plan.
• Encourage and exhibit behaviours within the function that support the values of the business and that create an environment where mutual trust and respect are encouraged

Requirements:

• Must be qualified to at least QCF level 4 and hold a valid 'Statement of Professional Standing' (SPS)
• Be happy to continue towards Chartered status or to have progressed substantially towards the qualification
• Applicants should be efficient, methodical, organised, punctual and comfortable working without support
• Polite and friendly manner and able to communicate at all levels. Reliable, professional and able to use initiative
• A keen attention to detail. Able to prioritise workloads and meet deadlines
• Able to work with and develop Professional Connections in the pursuit of obtaining new business referrals

Summary

• Excellent opportunity to join a thriving team and business that is making a difference in the Wealth Management in South West.

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