Area Relations Manager

Are you a great Manager, looking to support a team of Financial Planners? This national wealth management company is offering a basic salary of up to £70,000, car allowance, good benefits and a great bonus on top.

As an Area Relations Manager you will be managing a team of experienced IFAs across the Home Counties, within one of the UK’s leading IFA firms. With good tenure, this client has always been very committed to providing the very best possible service to their clients, Financial Advisers and supporting staff. This is a company where clients are really valued, and people thrive!

If you’re looking for a very rewarding management role within financial services, with an exciting forward-thinking and growing company, then this is the role for you!

You’ll be managing and motivating Wealth Planners who are providing holistic, independent financial advice solutions ensuring they provide the best possible service to their clients. These people are a joy to work with, as they genuinely put the client first.

Does this describe you? 

• Enjoying bringing out the best in financial advisers, with proven experience of building, managing and motivating cohesive and effective teams in the Financial Planning sector
• Adaptive in your management style, dependent on the needs of the IFA and levels of expertise
• Consultative communicative style, with your aim being to understand before being understood, and experience in communicating with groups and individuals alike
• Self-motivated, efficient, thorough and forward thinking, with a love of working with and understanding data
• Professional, proactive and a positive attitude with an ability to multi-task
• Level 4 Diploma qualified in Regulated Financial Planning

Your Area Relations Manager Role: 

• Utilising your in-depth experience in a Financial Advice managerial role, you will be specifically managing IFAs and supporting them with your excellent knowledge and experience of the advisory process, ensuring they deliver high quality holistic advice within FCA guidelines
• Your flexible management and coaching style, will enable you to meet the needs of a team of advisers varying in experience – nurturing and overseeing the advice given by inexperienced advisers, and ensuring CPD and training is adequately maintained and provided
• Proven success as a business leader with commercial acumen and the ability to deliver though others, thus ensuring KPIs are met, and customer outcomes are positive – the emphasis is on customer retention alongside organic growth
• Regularly review business development plans and adviser performance in order to guarantee the training and competence requirements of the business are met, and to recruit high calibre, culturally aligned advisers
• Enjoy working in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders will be crucial

This is a really fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment.