Area Manager

Job Title: Area Manager
Location: Truro, Cornwall
Salary: £70,000 - £100,000 experience dependent
Are you a seasoned and motivated manager with a background in wealth planning and financial services? In the role of Area Manager, you will be instrumental in ensuring team members achieve expected outcomes, deliver exceptional client service, and adhere to industry best practices. Your expertise in guiding and nurturing the advisor teams, combined with your proficiency in cultivating strategic alliances, will be pivotal in driving the success of our wealth planning services.
Our client is committed to providing exceptional wealth planning solutions and fostering a vibrant and supportive workplace culture.
Key Responsibilities:
Lead and oversee a team of financial advisors, ensuring they meet performance targets and comply with best practices.
Provide mentorship and guidance to team members, from junior/trainee advisors to seasoned IFAs, to support their professional growth.
Uphold the highest standards of client service and support throughout the team.
Cultivate and manage strategic partnerships with external entities to enhance business prospects.
Identify and implement process enhancements to boost team efficiency and efficacy.
Manage the Annual Reviews process and supervise competitive activities within the team.
Provide broader leadership assistance across the organization as directed by senior management.
Share knowledge and insights with colleagues to contribute to overall team accomplishments.
Support and guide a team of Administrators and Report Writers.
Requirements:
IFS Level 4 Diploma qualification for Financial Advisors (or equivalent).
Proven ability to inspire and coach teams to deliver exceptional service alongside consistent commercial performance
Proficiency in performance management and delivering tailored financial advice.
Strong verbal and written communication skills with meticulous attention to detail.
Ability to adapt to new environments and work effectively under pressure.
Thorough understanding of wealth planning processes, products, and protocols.
Experience in establishing and nurturing third-party relationships to drive business growth.
Benefits/Perks:
Competitive salary
Comprehensive benefits package encompassing health insurance and pension schemes.
Opportunities for professional growth and advancement.
Collaborative and inclusive work atmosphere.
How to Apply: If you are a dynamic leader passionate about wealth planning and team development, we look forward to receiving your application.
Disclaimer: This vacancy is based in the United Kingdom. Winhurst Recruitment only operates in the UK and can only process applications from candidates who are currently a resident and eligible to work in the UK. Whilst we will endeavour to contact you following your application, due to the high volume of applications this cannot always be possible. If you have not had notification within 7 days unfortunately your application has not been successful, but we may keep your details on file for future opportunities.
GDPR: We take Data Protection very seriously at Winhurst Recruitment from both a client and candidate perspective.
By submitting your CV to Winhurst Recruitment, you are giving us your personal data which includes full name, address, phone number and email address. We will add these details to our database to assist with your job search. Our full GDPR policy is on our website. This tells you why and how we hold your data, and for how long.
Winhurst Recruitment Limited is an Equal Opportunities employer and is committed to providing all employees with a working environment that is free from discrimination, intimidation and harassment. We value diversity and actively promote equal opportunities to all so that employees are treated equally, with dignity and respect