Sheffield, South Yorkshire
£70,000 - £90,000
Managing Director - Financial Services Sheffield £70k to £90k p.a. + benefits d.o.e.
Experienced Managing Director for Yorkshire based Financial Management Company
As Managing Director of this Wealth Management Company you will be responsible for managing both the Sales and Administration team to positively impact KPIs. Your responsibilities will include:
Our client is a well-established, privately owned Financial Management company providing bespoke Wealth Management Services including Discretionary and Advisory Investment Portfolios, Protection and Pensions advice with an in-house Compliance Department. A sister company, with a qualified Trust and Estate Practitioner, produces Lasting Powers of Attorney, Wills, Probate Administration, Trusts etc. and offers clients a complete in-house service. This provides a unique selling point supported by the company's administration and paraplanning team offering full back office, marketing and compliance assistance.
You will receive a discretionary bonus linked to profitability and increased turnover together with a high pension contribution and income replacement plan.
As Managing Director - Financial Services you will be well qualified (RQF Level 4 Diploma in Regulated Financial Planning minimum with Chartered status preferred) with excellent leadership qualities and experience. With a thorough understanding of the UK Financial Services Environment, you will also have the following knowledge / experience:
If you wish to be considered for the role of Managing Director - Financial Services, please forward your CV quoting reference 313659A.
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Applications are invited with experience in: financial services managing director wealth management investment pensions IFA finance manager CFA CFP Sheffield Yorkshire jobs
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