IFA Manager

Cameron James

Posted 18 days ago, valid for 7 days

Barnsley, South Yorkshire S71 4QP, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

We have an exciting opportunity for a Wealth Management Operations Director/Manager with Compliance experience in South Yorkshire.
The position offers a salary of up to £80,000 and requires significant experience in financial planning and operations management.
The company is an independent financial advisory firm that specializes in personal finance, retirement planning, and investments.
In this role, you will modify procedures and work closely with the board of directors to make strategic decisions.
Candidates with experience in areas such as Head of Financial Planning, Compliance Manager, and Operations Business Development are highly desirable.

We have an exciting new opportunity for a Wealth Management Operations Director/Manager with Compliance experience for our client in South Yorkshire.

The company has been established for may years but remains fully independent.

Salary up to c£80,000.

The financial advisers provide truly independent unbiased financial advice UK wide. They have a team of experienced independent financial advisers ready to help with all aspects of clients’ personal finance, specialising in retirement and pension planning, mortgages, investments and financial protection.

Being a family-owned and run business they can help clients to make the best decisions to get the most out of retirement and to grow their investments.You will be working alongside 11 IFA plus a team of Mortgage and Protection Advisers.

Your role will entail modifying procedures and processes and working closely with the board of directors in making fundamental decisions.

Experience in the following areas would be very advantageous:

Head of Financial Planning, Investment and Paraplanning

Webinars and seminars

Retail Investing

Head of Planning

Area Manager

Head of Investment

Director

Compliance Manager

Operations

Business Development.

Initiating strategies and processes.

There is opportunity to become a board member.Please apply on-line or contact Cameron James for full details.

Apply now in a few quick clicks

IFA Manager

Financial Planner

Financial Planner

Financial Planner