Adviser Academy Manager: Trainee Programme Lead

7IM; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

The Amicus Adviser Academy seeks a proactive Trainee Adviser Manager in London to lead the end-to-end Trainee Adviser Programme. You will manage the Academy, oversee development, and ensure high-quality coaching from recruitment to Competent Adviser Status (CAS).

You’ll line-manage Trainee Advisers and Consultants, coordinate induction and curriculum, and work with the People and Culture team to maintain governance standards.

Qualifications

• Degree or equivalent experience is essential.
• Level 4 Diploma in Financial Planning is essential.
• Coaching qualification is desirable.

Responsibilities

• Programme Leadership: Lead the Trainee Adviser Programme from recruitment to CAS and ensure consistency across cohorts.
• People Management & Coaching: Act as line manager for Trainee Advisers, Associate Advisers and Consultants; conduct performance reviews.
• Learning & Development: Coordinate classroom training; ensure Trainees complete Level 4 Diploma; approve study plans.
• Governance & Reporting: Produce monthly MI; report performance to Directors and governance bodies.

Skills

Coaching & mentoring

Stakeholder management

Commercial awareness

Presentation skills

Project management

Data analysis

Organisation & planning

Influence senior stakeholders

Communication skills

Team leadership

Education

Degree or equivalent experience

Level 4 Diploma in Financial Planning

Coaching qualification

Job description

The Amicus Adviser Academy seeks a proactive Trainee Adviser Manager in London to lead the end-to-end Trainee Adviser Programme. You will manage the Academy, oversee development, and ensure high-quality coaching from recruitment to Competent Adviser Status (CAS).

You’ll line-manage Trainee Advisers and Consultants, coordinate induction and curriculum, and work with the People and Culture team to maintain governance standards.