Senior IFA Manager - National Wealth Management Firm

SLM Search & Selection
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

SLM Search and Selection are currently working on behalf of a nationally respected firm of independent financial advisers that has been shaping a trusted name in the financial services industry for nearly 50 years.

Due to an increasing demand in business for the new year, their organisation are seeking someone who will be responsible for the direct line management of a team of Private Client Advisers and Corporate Consultants.

Key Responsibilities:

Manage/develop a team of up to 15-20 Private Client Advisers, Corporate Consultants and Self Employed Advisers

Develop objectives, business plans and targets for your individual teams

Develop, coach and motivate the advisers to ensure performance targets and company standards within the FCA regulatory framework are achieved

Forge and maintain a good working relationship with the Corporate Advice Team in order to maximise opportunities for cross referrals where they do not manage Corporate Consultants

Be responsible for the delivery and support company strategy/regulatory changes and business quality

Identify adviser's appropriate training and personal development needs through annual review

Recruit and retain new and existing advisers/teams in line with the targets agreed with the Regional Manager

Key Experience/Knowledge:

Minimum of 5 years managerial experience within a financial services environment

Holds the Level 4 Diploma in Financial Planning with Competent Adviser Status

Strong leadership, coaching and communication skills

Excellent knowledge and practical experience of advisory process within financial services, and similarly for corporate business