Financial Adviser Coaching & Development Mentor

Equals One Ltd; City Of London; Híbrido; GBP 50.000 - 65.000; Jornada completa

Descripción de la vacante

Radcliffe & Newlands Wealth are seeking a Training & Competence (T&C) Coach to develop their growing advisers' academy. You will focus on coaching, mentoring and helping advisers perform at their best, moving paraplanners toward client-facing roles, with support from SMF16/SMF17 Directors and Head of Technical Research.

This hybrid London role emphasizes people development over routine compliance tasks, requiring a Level 4 Diploma in Financial Planning and experience within a UK IFA Training &

Formación

• The Basics: You must hold a minimum CII Level 4 Diploma in Financial Planning (or equivalent) and have experience working within a UK IFA Training & Competence framework.
• A Coaching Mindset: You enjoy supporting others, providing constructive feedback and helping individuals build their confidence and skills.
• Strong Communication Skills: You can build positive relationships with advisers at different stages of their careers, adapting your approach to suit their experience and development needs.
• People Development: You understand how to help technically capable paraplanners develop the softer skills needed to become successful client-facing advisers, including communication, presentation and relationship building.
• A Supportive Approach: You are approachable, encouraging and confident working with experienced advisers, offering guidance and feedback in a collaborative rather than overly formal manner.

Responsabilidades

• Coach and develop academy members to transition from paraplanners to client-facing advisers.
• Support experienced advisers with their ongoing development and competence.
• Concentrate on coaching, mentoring and helping advisers perform at their best.
• Collaborate with SMF16/SMF17 Directors and Head of Technical Research.
• Monitor adviser performance and competence; support continuous improvement.

Conocimientos

Coaching mindset

Strong communication skills

People development

Educación

Level 4 Diploma in Financial Planning

Descripción del empleo

Radcliffe & Newlands Wealth are seeking a Training & Competence (T&C) Coach to develop their growing advisers' academy. You will focus on coaching, mentoring and helping advisers perform at their best, moving paraplanners toward client-facing roles, with support from SMF16/SMF17 Directors and Head of Technical Research.

This hybrid London role emphasizes people development over routine compliance tasks, requiring a Level 4 Diploma in Financial Planning and experience within a UK IFA Training &