Financial Planner Pod Leader

Job Description

Financial Planner Pod Leader

A great clients of ours is looking to add a Financial Planner Pod Leader to their team.

They are a wealth management company with around 200 employees, going through a rapid period of growth. 

Our client is looking for a Financial Planner Pod Leader to work on 75% of their billings and 25% managing a team of 6 direct reports. This is a perfect opportunity for someone who has strong experience in the field with some management experience.

The successful candidate will get an individual bonus for their own billings, a discretionary bonus for KPI focused targets hit, and even potentially a company discretionary bonus.

This is a hybrid opportunity, with 60% working from home (or if you would like to come in more, you are more than welcome!).

What are they looking for?

• Must be a chartered financial planner 
• Must have experience managing direct reports (ideally other Financial Planners)
• Must have clear communication
• Passionate about helping others

What are they offering?

• Up to £80,000
• Bonuses
• Generous holiday allowance
• Private medical insurance
• Pension
• Income protection
• Death in service and benefits platform

If you are interested in this position, then apply and we can arrange a call!

For more information about this role please apply, or email Aimee Allen on who will be able to provide more details on the opportunity.

Many thanks, Premier Group