Regional Advisory Team Lead: Growth & Financial Planning

Ferguson Dean in the Northwest of England is seeking a Manager to lead and nurture its advisory team, guiding field-based and Pathfinder advisers to deliver goals-based financial planning.

You will embed cashflow forecasting in the advice process, supervise day-to-day operations, and shape a high-performance culture focused on client outcomes and adviser development. You will also use performance data to tailor coaching and develop bespoke personal development plans for advisers.

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