Lead Financial Planner Role Overview
We are seeking a highly skilled Lead Financial Planner to join our team. As a seasoned financial professional, you will be responsible for leading and expanding our private client advisory team.
This role is critical in providing high-quality financial advice while managing and supporting a team of experienced financial planners.
The successful candidate will have a proven track record of delivering exceptional results in a similar leadership role, with a focus on motivating and developing teams.
Job Description:
* Lead and develop a team of experienced financial planners, ensuring consistent growth and high performance.
* Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation.
* Develop and implement best practices for financial planning and advisory services within the team.
* Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service.
Required Skills and Qualifications:
* Excellent interpersonal, communication, and relationship management skills.
* Able to balance leadership responsibilities with personal client engagement to drive both team and business growth.
* Proficiency in financial planning software, particularly Voyant.
* Certified Financial Planner (CFP) or equivalent qualification.
* A minimum of a bachelor's degree in finance, Economics, Business, or a related field.
Benefits:
* Flexible working arrangements, including part-remote work options.
* A relaxed and casual office environment.
* Opportunities for career development and personal growth.
* A collaborative and inclusive company culture.
About Us:
We are a global business that values collaboration, innovation, and excellence. Our PeopleFirst culture means we prioritize our employees' well-being and empower them to deliver outstanding service to clients.