A nationwide firm of IFAs that has a built a strong reputation through the delivery of top levels of Financial Planning, to both private and corporate clients across the United Kingdom.
This is a Senior Management position where, as part of the regional management team, you will have responsibility of delivering revenue targets for your team, maintaining/improving profit margins and contributing to the overall company revenue.
This must be achieved by adhering to the groups Business Standards and Regulatory requirements, through a team of Personal Injury and Court of Protection Advisers.
To develop objectives, business plans and targets for the teams
Develop, coach and motivate the Advisers to ensure performance targets and company standards within the FCA regulatory framework are achieved.
Job Role
- The company creates truly independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases and on behalf of other potentially vulnerable individuals.
- Reporting to the Regional Senior Manager as part of the regional management team.
- Responsible for the direct line management of a team of PICOP Advisers.
- Although having no direct line management responsibility for the admin support team it will be expected that the PICOP Senior Manager, Operations Manager and Paraplanner Manager will work closely together to ensure all objectives are met and resources are utilised to achieve the needs of the business
- To manage and develop a team of PICOP Advisers, who are based in London and Bury
- To deliver an annual team target, which will be set by the Regional Senior Manager, in line with requirements of the business and its parent company.
- Responsible for delivery and support for company strategy/regulatory changes and business quality.
Key Accountabilities:
- Training/Development and Coaching of PICOP Advisers
- To lead, manage, coach and develop the performance of teams within their management jurisdiction.
- Implement effective training and development plans for all direct reports via an annual assessment and ongoing during the year.
- Increase own and other direct reports technical knowledge and awareness of market and legislative conditions to enable the highest standards of advice to be given.
- To identify appropriate training and personal development needs through the annual completion and review of the Personal Development Analysis.
- Ensure effective delivery and application of the company’s Training and Competence Scheme in relation to the advisers under the span of control and ensure their effective supervision. To monitor advisers CPD completion and ensure the required standards are met
- To demonstrate ongoing Continuing Professional Development (CPD) of the Supervisor’s own knowledge and skills, evidenced bi-annually by attending a one-day refresher training course and have responsibility for their own Training and a Personal Development Plan.
Relationships:
- You will develop relationships with external Product Providers, Clients, Professional Introducers, Affinity Groups and third party suppliers of client services
- Internally, you will build relationships with Senior Management, Team Leaders and Managers, Operations personnel, Advice teams, Human Resources, Marketing and Finance.
Knowledge, Skills and Experience:
- Minimum 5 years’ experience in managerial roles
- Competent Adviser Status – Dip PFS and Diploma Level 4, JO7 or equivalent preferred
- Proven success as a business leader within the Personal Injury and Court of Protection environment
- Excellent knowledge and practical experience of the advisory process within financial services, specifically when providing financial advice to personal injury claimants
- Strong leadership, coaching and management skills
- Excellent interpersonal and relationship building skills and ability to deliver through others
- Excellent communication and time management skills
- A strong background in PI and or Affinity Development
Senior Manager, Bury (JR-1872)