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Manager (Team Leader) - Financial Advice

Capio Recruitment - Stone, midlands

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Job Description

Management and leadership of a team of Financial Planners Direct line management of the Head of Paraplanning, ensuring the paraplanning function is effectively supporting the adviser teamPlayer/Manager" - Enjoy dealing with clients and continuing managing client relationships and writing new business.Ideally have some experience of managing financial plannersDeveloping and growing the financial planning teamIdeally chartered statusComfortable using cash flow modelling tools and working as a holistic financial planner Has been or have experience of working with technical paraplannersAmbitious individual who would see this as a stepping stone to Executive level.Strategic business planning for future growth (organic & inorganic)Engage in Business development projects alongside CEO and Exec team

Created: 2025-09-11

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