Director of Adviser Academy & Development

Amicus Wealth Management; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

Amicus Wealth Management is seeking a Trainee Adviser Manager to lead the Adviser Academy from recruitment through to Competent Adviser Status. You will manage Trainee Advisers, Associate Advisers and Consultants, guiding development, qualifications, performance and wellbeing.

You will work with Pod Leaders to allocate work, coach on the journey to CAS and ensure high standards of advice quality and governance across 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 knowledge.
• FCA Training & Competence framework.
• CII Diploma pathway.
• Adviser development
• Financial planning advice process
• Performance management

Responsibilities

• Lead the Trainee Adviser Programme, guiding recruitment through to Competent Adviser Status (CAS).
• Design, coordinate and continuously improve the Amicus Adviser Academy.
• Deliver induction programmes and classroom-based training.
• Coordinate the Amicus Academy curriculum and learning materials.
• Ensure consistency across all trainee cohorts.
• Produce monthly MI for the Amicus Academy.
• Report programme performance to Directors, Monthly Business Reviews and People & Culture.

Skills

Coaching and mentoring

Stakeholder management

Commercial awareness

Presentation and facilitation

Project and programme management

Performance management

Data analysis and MI reporting

Organisation and planning

Influence senior stakeholders

Strong communication

Build high-performing teams

Continuous improvement mindset

Education

Degree or equivalent experience

Level 4 Diploma in Financial Planning

Coaching qualification

Job description

Amicus Wealth Management is seeking a Trainee Adviser Manager to lead the Adviser Academy from recruitment through to Competent Adviser Status. You will manage Trainee Advisers, Associate Advisers and Consultants, guiding development, qualifications, performance and wellbeing.

You will work with Pod Leaders to allocate work, coach on the journey to CAS and ensure high standards of advice quality and governance across the programme.