Wealth Management PA Team Leader

Posted 9 April by Heat Recruitment Easy Apply Featured

Job Title: Wealth Management PA Team Leader

Salary: £33,000 - £36,000 DOE

Location: Bath

The client:

Our client is highly reputable IFA firm with a presence that covers the south of England, from the South West to the South East and London. The company is looking to expand the company and nurture talent.

The Opportunity

In this exciting new role, you will act as line manager to the team to include a range of duties.

You will lead, manage, coach and develop direct reports so that they know what is expected and are able to maximise their contribution to the business objectives and realise their potential.

Review and appraise the team and individual performance through 1:1 meetings and regular

reviews and identify training needs.

What’s needed for me to be considered?

Previous experience of working in a similar role

Team supervision experience

Previous experience of working with Investment Wrap Platforms

Experience of working in a small to medium sized financial services environment

Experience of using Enable back office system

Experience of working with a Discretionary Fund Manager

FPC 1 and 2 or equivalent CF qualifications obtained

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Reference: 34859811

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