Are you an experienced Financial Planning professional with a passion for coaching and developing others? We are working with a highly successful Financial Advisory organisation that is renowned in the industry and across the local area for its exceptional reputation and client service. This well-established firm is currently experiencing a period of sustained growth, creating an exciting opportunity for an Adviser Development Manager to join their team.
About the Role: As an Adviser Development Manager, you will play a pivotal role in supporting and guiding a team of financial advisers to enhance their skills, grow their client base, and achieve business objectives. The focus will be on developing newly qualified advisers, helping them transition into successful professionals through effective coaching, observation, and feedback.
Key Responsibilities:
- Lead and support a team of advisers in building and executing plans to attract new clients, service existing clients, and grow revenues in line with company goals.
- Provide coaching, feedback, and training to newly qualified advisers, helping them to integrate effectively and develop their competence.
- Periodically support more experienced advisers with their development needs.
- Maintain a culture aligned with company values and the current regulatory environment.
- Influence both company growth and the skills development of advisers through continuous improvement of knowledge, client-facing skills, and confidence.
Qualifications & Requirements:
- Level 4 Diploma (DipPFS or equivalent).
- Demonstrated experience in financial planning, sales management, and coaching.
- Strong understanding of the financial advice process and regulatory requirements.
- Proven track record of motivating and leading a team of Financial Planners to achieve their goals.
- Client-centric mindset, commercial acumen, and CF30 experience.
- Strong problem-solving abilities and effective communication skills.
- Highly organised, self-motivated, and a collaborative team player.
What’s on Offer:
- Competitive starting salary with a generous bonus and benefits package.
- A fantastic opportunity to shape the careers of financial advisers and contribute to the company’s ongoing growth and success.
- A supportive and collaborative environment with clear pathways for career progression.
If you’re a driven and enthusiastic professional with a desire to help advisers reach their full potential, we would love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
