This Financial Planning Review Team Leader is a unique opportunity as part of a new project.
You will be building a team focused on servicing a client bank of 325 households. The primary function of your team will be to service the clients and identify new business as it occurs.
As the Financial Planning Review Team Leader, you will be involved in setting up new systems and processes.
This would suit an individual who is passionate about financial planning but doesn’t enjoy the ‘sales’ element of the role.
Financial Planning Review Team Leader Requirements
Our client company is a long established, medium sized IFA firm who are an ambitious, professional and friendly team. They have built a successful business with high levels of client retention.
Financial Planning Review Team Leader Benefits
Call us now on 0208 0044 154 or click Apply
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