Adviser Development Manager

Blakemore Recruitment; Winchester; On-site; GBP 50,000 - 70,000; Full time

Job summary

A Wealth Management company in Whiteley, Hampshire seeks an Adviser Development Manager. This role focuses on coaching and managing a team of financial advisers to maximize their skills and business performance. Candidates should possess a Level 4 Diploma and experience in financial planning, with strong leadership and communication skills. The position offers a dynamic environment aimed at client satisfaction and company growth.

Qualifications

• Experience in financial planning and sales management is essential.
• Ability to motivate a team of Financial Planners.
• Good knowledge of the advice process is required.

Responsibilities

• Lead a team to attract new clients and manage existing relationships.
• Support recently qualified advisers through coaching and feedback.
• Maintain client satisfaction and grow revenue in line with objectives.

Skills

Coaching and training skills

Team leadership

Client relationship management

Communication skills

Education

Level 4 Diploma (DipPFS or equivalent)

Job description

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We are currently recruiting for a Wealth Management company in Whiteley, Hampshire, which is looking to hire an Adviser Development Manager to coach, manage, and support a team of financial advisers in their efforts to maximise their skills and business performance. The role will primarily focus on developing new advisers and building on the experience they have gained externally or during the in-house academy.

• Lead a team of advisers to build and deliver plans to attract new clients, service existing clients, grow revenues in line with company objectives, and ensure client satisfaction and outcomes.
• Support recently qualified advisers primarily through observation, feedback, coaching, and training.
• The role will also support advisers with higher levels of experience periodically.
• Maintain a culture aligned with the company values and the prevailing regulatory environment.
• Influence the growth of both the company and the adviser’s skills and competence through development of knowledge, client-facing skills, and confidence.

An ideal role for a professional who enjoys seeing advisers develop and achieve goals because of the coaching and experience they have shared.

Qualifications/Requirements

· Level 4 Diploma (DipPFS or equivalent).
· Financial planning, sales management, and coaching experience essential.
· Good knowledge and experience of the advice process.
· Ability to motivate and lead a team of Financial Planners in achieving business objectives.
· Fiercely client-centric, commercially astute, and CF30 experience.
· Ability to understand, identify, and resolve development issues effectively.
· Excellent verbal and written communication skills, including the use of various software applications.
· Excellent personal organization and ability to deliver to tight deadlines.
· Highly energetic, self-motivated, and a personable team player.