Financial Planning Advice Team Leader, Private Banking
- We'll look to you to take on direct line management responsibility by leading, performance managing and coaching a team of Regulated Financial Planning Advisers across the balanced business scorecard
- Day-to-day, you'll support our market's strategic initiatives to help achieve our growth target to create a diverse and inclusive culture
- Thrive in a role where you'll be able to make a far-reaching impact through your work and bring a competitive edge to your career profile
- You'll work from home some of the time but you'll also spend at least three days a week working from the office
- Achieving team performance across all minimum standards and key performance indicators providing great leadership to your team and ensuring the delivery of exceptional client services, as measured by our client metrics
- Providing sales management and performance based skills coaching to your team to achieve great client outcomes through one-to-ones and the use of workflow systems
- Owning the risk and quality metrics that exist in your business area and ensuring that mechanisms are in place to identify, mitigate and report risk within a defined risk appetite
- Forming and delivering the strategic and commercial objectives for the region or client group, as well as the Private Banking function to ensure it's fit for purpose in the long-term
- Maintaining and developing an internal and external network and providing continuous improvement feedback to ensure our services and solutions are market-leading
- An understanding of the value of client service excellence and knowledge of retail client relationship management financial planning, quality management and risk mitigation
- A background in private banking, core banking, wealth management, asset management or investment management and experience in financial planning or leading a team of financial planners or advisers
- Experience of managing individual and team KPI performance, including producing forecasts and reporting and managing escalated client relationships and all aspects of the pipeline and sales performance management
- The ability to manage multiple and complex internal stakeholder relationships and an awareness of financial markets, advice, planning and legislation and investment products
- Experience of client business retention and development, a track record of successful business growth and the ability to mentor and coach a team
- Knowledge of process improvements and an understanding of the voice of the customer, client journey and product and service strategy
35 Job Posting Closing Date:
Job Posting Closing Date is not yet published. Ways of Working:Hybrid
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