Financial Adviser Performance Coach | Remote Coaching & Growth

Premier Jobs UK Limited

England

On-site

GBP 50,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Car allowance? none
Remote working with travel
28 days holiday + bank holidays
Private medical insurance
Income protection
Life assurance
Pension
Discretionary bonus
Ongoing professional development

Job summary

Premier Jobs UK Limited is seeking a Financial Adviser Performance Coach to support Financial Planners across the business, delivering practical coaching, training and development to raise advice quality.

You will deliver 1:1 and group coaching, support adviser induction, review performance trends and work with internal teams to uphold high advice standards, with travel across England and remote working options.

Qualifications

  • Essential Level 4 Diploma in Financial Planning or equivalent.
  • Experience in financial advice, wealth management, adviser development or T and C.
  • Strong understanding of FCA regulatory expectations.
  • Proven experience delivering training or coaching to advisers.
  • Desirable Chartered status or working towards this.
  • Experience supporting multi site or growing advice teams.

Responsibilities

  • Delivering one to one and group coaching sessions, virtually and face to face.
  • Supporting adviser induction and ongoing professional development.
  • Reviewing performance trends and identifying development priorities.
  • Working collaboratively with internal teams to promote consistent advice standards.
  • Contributing to projects linked to adviser growth, change and improvement.

Skills

Coaching
Training delivery
Presentation skills
Influencing
Developing professionals

Education

Level 4 Diploma in Financial Planning or equivalent
Chartered status (desirable)
J07 qualification

Job description

Premier Jobs UK Limited is seeking a Financial Adviser Performance Coach to support Financial Planners across the business, delivering practical coaching, training and development to raise advice quality.

You will deliver 1:1 and group coaching, support adviser induction, review performance trends and work with internal teams to uphold high advice standards, with travel across England and remote working options.

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