Financial Adviser Manager

Ortus PSR; Stoke Pound; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Flexible working

Job summary

Ortus PSR Ltd is seeking an Adviser Development Manager to lead and motivate a national team of Independent Financial Advisers across the UK. You will focus on growth, profitability and strong client outcomes, ensuring FCA standards and Consumer Duty compliance are met.

The role requires proven leadership in financial advice or wealth management, with a track record in developing advisers and delivering high-quality holistic financial planning.

Qualifications

• Proven experience building and managing successful teams.
• Strong sales management background within financial advice or wealth management.
• Solid understanding of FCA requirements including Consumer Duty.

Responsibilities

• Lead and motivate a national team of Independent Financial Advisers.
• Drive growth, adviser retention and client outcomes to FCA standards.
• Review business development plans and adviser performance.
• Ensure advisers meet firm standards and regulatory requirements.

Skills

Team leadership

Sales management

Financial services knowledge

FCA regulations knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Lead a national team of Independent Financial Advisers at a leading UK wealth management firm. Drive growth, adviser retention and Consumer Duty outcomes. Competitive salary, bonus and benefits as well as full flexible working.

UK-wide | Full-time, Permanent | Competitive Salary + Discretionary Bonus + Benefits

Our client is one of the UK's leading independent financial advice and wealth management firms. They give expert advice and long-term financial planning to individuals, families and businesses through a network of advisers and support staff. The business is built on a strong culture, clear values and a client-first approach, and has ambitious growth plans.

They are now looking for an Adviser Development Manager to lead, motivate and develop a team of Independent Financial Advisers based across the Midlands

You will lead a team of Independent Financial Advisers who deliver holistic financial planning advice. You will inspire the team to grow revenue and profitability, while making sure every adviser meets the firm's standards and FCA requirements, including Consumer Duty.

KEY RESPONSIBILITIES

• Manage and motivate a team of Independent Financial Advisers in line with the firm's behaviours, values and vision
• Ensure the team gives high-quality, holistic advice and achieves good client outcomes in line with FCA guidelines, including Consumer Duty
• Drive the team to meet KPIs, focusing on organic growth, client and adviser retention, and good customer outcomes
• Review client feedback, including complaints, breaches and client surveys, and lead improvementsR
• egularly review business development plans and adviser performance, including completion of annual client reviews

ABOUT YOU

• Proven experience building and managing successful teams
• Previous sales management experience, ideally within financial advice or wealth management
• Strong understanding of FCA requirements, including Consumer Duty and Treating Customers Fairly
• Qualified to Level 4 Diploma in Regulated Financial Planning (or equivalent)