Full job descriptionAn exciting opportunity for an experienced financial planner and people leader to head up a successful advice office. In this role you will be responsible for office performance, client relationships, team leadership, regulatory oversight, and driving organic business growth. In addition you will also manage a small portfolio of clients.
Key Responsibilities:
*Deliver holistic financial planning advice and build strong client relationships.
*Drive organic growth through new business generation and client development.
*Lead, develop, and support advisers and office staff.
*Manage office profitability, performance, and operational efficiency.
About You:
*Level 4 Diploma in Financial Planning (minimum).
*Proven track record of generating organic growth and managing client relationships.
*Previous people management experience within financial planning or wealth management.
*Strong leadership, communication, and organisational skills.
This is an excellent opportunity to combine client-facing advice with leadership responsibilities in a growing and ambitious wealth management business.