Rdr level 4 or above financial planning qualification
Experience in regulated financial services setting
Understanding of suitability and responsible business practices
This role involves managing relationship management initiatives, setting strategic direction, and overseeing the performance of a team of Wealth Planners
Job Summary
This role involves managing relationship management initiatives, setting strategic direction, and overseeing the performance of a team of Wealth Planners.
The position requires coaching colleagues, ensuring regulatory compliance, and delivering thoughtful advice to clients with investable assets up to £3 million.
Success in this role demands a people-first approach to foster a culture of integrity, inclusion, and care while driving business objectives.
Matching Summary
This role involves managing relationship management initiatives, setting strategic direction, and overseeing the performance of a team of Wealth Planners.
Skills & Requirements
Must-have
RDR Level 4 or above financial planning qualification
Experience in regulated financial services setting
Understanding of suitability and responsible business practices
Nice-to-have
Experience supporting team growth and onboarding
Knowledge of client pipeline building and segmentation
Commitment to inclusive and respectful team culture
Key Requirements
Recognised financial planning qualification at RDR Level 4 or above
Regulated setting experience for financial professionals
Certified role under PRA & UK FCA Individual Accountabilities Regulations