Senior IFA Manager - National Wealth Management Firm
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.
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
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