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Area Manager - London

SectorsBancassurance, General Management, Investment Adviser, Other Financial Services, Private Banker, Tied & Multi Sales, Wealth Manager
Salary£37,000 to £55,000 per annum
BenefitsFull benefits and bonuses
LocationsBedfordshire, Berkshire, Buckinghamshire, East Sussex, Essex
Contract TypePermanent


 Area Manager - Personal Financial Planning - London

 Basic to £55,000 plus full benefits

 Our client is one of the UK’s largest banks; they are currently recruiting for an Area Manager based in London.

 The role will be to lead, coach, develop and motivate a team of Financial Planning Advisers to deliver and exceed performance objectives whilst putting customers and their interests at the heart of all activity and meeting the standards within the Training and Competence Scheme.

 Implement coaching and development activities to ensure that the customer always receives a fair outcome in line with TCF principles. Manage all new entrant development to ensure they progress effectively against 'learning curve' expectations and achieve CAS status within required timescales. Ensure that training and Competence activities are carried out and documented to agreed standards

 You must have:-

 Full CFP (or equivalent) qualified

 Minimum 6 months post - "Competent Advisory/Supervisor Status”.

 Proven coaching, leadership and development skills

 Proven track record in regulated financial services or other relevant experience in the financial services industry

 Good knowledge of general investment and financial services products

 Effective presentation and communication skills

 Computer literate.

 Knowledge of and ability to apply compliance issues relating to regulated sales.

 Proven track record of consistently achieving across a balanced business scorecard.

 Proven ability to drive high performing team through fully developed people and performance management skills.

 Driving licence (no more than 6 current points).


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