Team Lead – Intra fund Financial Advice

Role Overview

• Managing a team of financial advisers and support staff
• Ensuring that the team achieves its stated client and related objectives
• Play a vital role in the strategic development of the team
• Coaching and mentoring advisers in servicing key stakeholders
• Developing and overseeing new opportunities to grow the business

Requirements

• Demonstrates excellent organisational and time management skills
• Demonstrates excellent verbal and written communications
• Experienced Senior Financial Advisor looking to expand personal skills and leadership opportunities
• Strong management and leadership skills
• Coaching and mentoring capability
• Multi-tasking
• Technically proficient in financial advice

Benefits

• professional development opportunities
• flexible working arrangements
• vibrant and inclusive culture
• supportive leaders