Team Leader and Adviser

AMG Search
Hitchin, UK
14 Aug 2019
08 Sep 2019
Contract Type
Full Time
AMG Search is currently looking for a Team Leader and Adviserto join a highly successful Wealth Management firm in Hertfordshire.

As Team Leader and Adviser you will be responsible for servicing an IFA client bank and be the lead manager working with an existing team of 2-3 advisors.
  • 30% of your time will be focused on managing, coaching, training and motivating your team of 2-3 advisors.
  • 70% of your time will be devoted to servicing & identifying new opportunities within a newly acquired and "warm" existing IFA client base.
  • Outstanding support - Full admin, paraplanning + seminars, client events and telesales
  • Anticipated OTE of £200k for a high achiever.

For this outstanding Team Leader and Adviser opportunity, you will have the following skills and experience:
  • You will be Diploma (Dip PFS/Level 4) qualified.
  • We would expect our Team Leader and Adviser to have overachieved in previous sales/adviser roles.
  • You have a natural, proactive coaching style and know how to motivate a team.
  • You have previous experience in creating business plans that are practical, achievable and SMART.
  • You have experience in supporting advisers with lead generation opportunities referrals and introducer opportunities.
  • You can demonstrate that you are very proactive, dynamic and ambitious.

Our client is a major practice that is part of a major and multi-award-winning wealth management brand that has witnessed incredible growth year on year.
  • As Team Leader and Adviser you will join a rapidly expanding business that was set up by the Owner/Principal in October 2000 and is now the 4th largest practice in UK.
  • This is a very ambitious and proactive business that gives its Financial Advisers outstanding support from a beautiful office setting.

Are you ready to take the next step forward in your career? Contact us today

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