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Job Location | Exeter |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
What the Hiring Manager SaysAt Quilter Cheviot Financial Planning, we are continuing to grow and develop our financial planning capability. As we continue to welcome new Financial Planners, we have a real opportunity to shape the future of our region and the wider QCFP business. Growingour business in the South West is a key strategic objective to enhance our holistic financial planning offering to existing, new and integrated clients within the Wealth Division. In supporting this growth plan, we also have the opportunity to create new initiatives and ways of working. To support this, we are seeking a dynamic leader to support Financial Planners with our organic growth strategy. From recruitment and onboarding, to training, coaching and development, we are looking for a people leader with a genuine commitment to motivating and developing Financial Planners to drive high levels of performance and to identify new initiatives to delivera market leading service to our clients, whilst ensuring that the most suitable client outcome is at the forefront. Richard Fraser, Regional Financial Planning Director - North East, Midlands & South West About the RoleLevel: 4 Department: Quilter Cheviot Financial Planning (QCFP) Location: Exeter (Covering the South West) Contract type: Permanent Due to expansion and growth, Quilter Cheviot Financial Planning is recruiting a Financial Planning Manager to work with our dynamic and forward-thinking financial planning team. Our Financial Planning Manager is responsible for managing a team of Financial Planners regionally, all of whom are responsible for the ongoing servicing/retention as well as identification of new business. The focus of this role is leadership, management and development of Financial Planners as well as supporting business growth and the delivery of advice direct to our clients. The ideal candidate for this role will have demonstrable experience in Financial Planning and experience in a managerial role within a wealth/asset management background. You must have a sound understanding of the end-to-end advisory process in the privateclient markets. The role will include the following duties: Sales Management