Adviser Academy Lead: Programme & People Growth

Seven Investment Management; Greater London; On-site; GBP 70,000 - 95,000; Full time

Job summary

Seven Investment Management seeks a Trainee Adviser Manager to lead and own the Amicus Adviser Programme from recruitment through to Competent Adviser Status (CAS). The role includes formal line management of Trainee Advisers, Associate Advisers and Consultants, and coordinating coaching, training and progression across the Academy.

You will ensure high standards of advice quality, governance and operational excellence while nurturing talent and driving continuous improvement in the programme.

Qualifications

• Degree or equivalent experience is essential.
• Level 4 Diploma in Financial Planning is essential.
• Coaching qualification is desirable.
• Wealth Management and Financial Planning industry experience is relevant.
• FCA Training & Competence framework familiarity is a plus.
• CII Diploma pathway knowledge may be beneficial.
• Adviser development experience is advantageous.
• Understanding of the financial planning advice process.
• Performance management experience is useful.

Responsibilities

• Lead the Trainee Adviser Programme and Academy, from recruitment through to CAS.
• Line manage Trainee Advisers, Associate Advisers and Consultants; conduct regular reviews.
• Coordinate and deliver classroom-based training and curriculum updates.
• Oversee learning materials with Learning & Development to ensure current content.
• Provide governance, reporting and MI for the Amicus Adviser Academy.
• Support promotions and career progression within the programme.

Skills

Coaching & mentoring

Stakeholder management

Commercial awareness

Presentation & facilitation

Project & programme management

Performance management

Data analysis & MI reporting

Organisation & planning

Influence senior stakeholders

Communication skills

Team building

Continuous improvement mindset

Education

Degree or equivalent experience

Level 4 Diploma in Financial Planning

Coaching qualification

Job description

Seven Investment Management seeks a Trainee Adviser Manager to lead and own the Amicus Adviser Programme from recruitment through to Competent Adviser Status (CAS). The role includes formal line management of Trainee Advisers, Associate Advisers and Consultants, and coordinating coaching, training and progression across the Academy.

You will ensure high standards of advice quality, governance and operational excellence while nurturing talent and driving continuous improvement in the programme.