Field-Based Adviser Onboarding Coach

Quilter; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services provider is seeking a Business Establishment Manager to coach new advisers in building strong practices. The role includes hands-on support with a focus on mentorship and relationship building. Candidates should have a Level 4 Diploma in Financial Planning Advice and a proven track record in driving results. This position offers full-time remote work with travel to clients as needed.

Benefits

182 hours holiday (26 days)

Participation in Quilter Incentive Scheme

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

75% income protection

Qualifications

• Proven track record of driving results while building strong relationships.
• Experience in mentoring and coaching advisors to success.
• Results-oriented with the confidence to manage change effectively.

Responsibilities

• Act as a line manager, business coach, and role model for new advisers.
• Lead by example and coach advisers through critical elements.
• Spend time in the field to provide hands-on support to advisers.

Skills

Negotiation

Leadership

Creative problem-solving

Relationship building

Education

Level 4 Diploma in Financial Planning Advice

Job description

A leading financial services provider is seeking a Business Establishment Manager to coach new advisers in building strong practices. The role includes hands-on support with a focus on mentorship and relationship building. Candidates should have a Level 4 Diploma in Financial Planning Advice and a proven track record in driving results. This position offers full-time remote work with travel to clients as needed.