Financial Adviser jobs in Saltash

Job description:

Vision Independent Financial Planning is a dynamic and well-established financial advice network, founded and based in Cornwall established 17 years. We are proud to have maintained our close-knit, supportive culture across the business, despite experiencing significant growth over the years. We are looking for a Financial Administration Report Writing Team Leader to join our award-winning office team. Having consistently been recognised as one of the Best Financial Advisers to Work For in 2022, 2023 and 2024 at the Professional Adviser Awards, we are extremely proud of the positive culture, supportive environment and strong sense of community we have built.

We believe our people are our greatest strength and are committed to treating everyone with care, respect and openness, while actively encouraging collaboration across the business. Whilst experience within financial services is preferred, previous people management and team leadership experience is essential. The successful candidate will be confident in leading, developing and supporting a team while managing workloads and driving performance. The ideal candidate will possess exceptional attention to detail, thrive in a fast-paced office environment and be able to adapt effectively to changing priorities and workload demands. The successful applicant will lead our Vision Adviser Review Service (VARS) team, working closely with colleagues based in our Plympton office. We offer flexibility through either fully remote or hybrid working arrangements.

Job overview

• Managing all IFA submissions and VARS workloads, ensuring work is completed within agreed service level agreements (SLAs).
• Creating and monitoring targets for the VARS team to support workload management and SLA performance.
• Producing reports and management information for the Executive Committee.
• Providing an excellent level of service to advisers, clients and Vision colleagues at all times.
• Handling complex case queries and providing support to the VARS team and advisers utilising the Vision Adviser Review Service.
• Ensuring processes and adviser engagement levels contribute towards departmental efficiency and profitability.
• Supervising, coaching and supporting members of the VARS team, including conducting regular one-to-one meetings and performance appraisals.
• Ensuring all data and records are maintained accurately and in line with company standards, including the reporting and escalation of any data breaches.
• Completing the "Check the Checker" process and providing feedback, guidance and training where required.
• Supporting and managing recruitment activities for the VARS team where appropriate.
• Overseeing the training, development and ongoing progression of new and less experienced team members.
• Liaising with Area and Regional Business Managers, Senior Executives and other management team members as required.
• Holding weekly team meetings to discuss progress, workload updates and business developments.
• Proactively contributing to change management and continuous improvement initiatives, suggesting enhancements and efficiencies as they arise. Significant changes to be approved by the VARS Manager.
• Attending company and adviser events when required, representing both the VARS department and Vision professionally.
• Assisting with the onboarding and transition of advisers beginning to use the VARS service.
• Overseeing account management activities relating to advisers assigned to the VARS team.
• Completing pre-packs and suitability reports to a high standard.

Qualifications:

• GCSE in English and Mathematics (or equivalent).
• Previous knowledge of financial services would be advantageous but is not essential, as full training will be provided.
• Level 4 Diploma qualification is desirable but not essential.

Benefits:

• Excellent company pension scheme.
• 25 days annual leave plus bank holidays, increasing with length of service.
• Employee Assistance Programme.
• Long service awards.
• Access to Share Incentive Plans and Save As You Earn Schemes.
• Cycle to Work scheme.
• On-site parking.

Job Type: Full-time

Application question(s):

• Please describe your previous experience managing or leading a team, including the size of the team, your key responsibilities, and an example of how you supported team performance, development and workload management.

Work Location: Hybrid remote in Plympton PL7 5JX