Senior Manager
Core
Leading and coaching a team of Financial Advisers to deliver compliant, whole-of-market financial advice and achieve team performance targets.
Role type
Senior Manager (Financial Advice Team Lead)
Builds
Financial advice outcomes for individuals and businesses
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, coaching and mentoring, regulated financial planning oversight, business planning, data analysis, FCA compliance knowledge
Preferred skills
Supervision in regulated environments (J07), commercial acumen, training program development
Technologies
None stated
Responsibilities
Developing objectives and business plans for team members, coaching and mentoring Advisers, ensuring team performance expectations are met, implementing training and development programmes, demonstrating FCA compliance behaviours
Seniority
Senior, hands-on IC