Financial Planner Development Manager

IDEX Consulting; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable wealth management firm in London seeks a Practice Development Manager to enhance the productivity and performance of Financial Planners. This hybrid role involves developing coaching programmes that drive adviser effectiveness and client engagement. The ideal candidate has a strong background in financial planning and experience in a client-focused advisory role. Join this purpose-driven organization to make a significant impact on adviser development and business success.

Benefits

Hybrid working

Influential role with senior leadership

Opportunity for career growth

Qualifications

• Proven track record in financial planning or wealth management.
• Experience in a client-facing advisory role and coaching.
• Strong understanding of regulatory landscape.

Responsibilities

• Develop and implement scalable coaching frameworks.
• Deliver tailored one-on-one and group coaching programmes.
• Analyze performance data to identify trends.

Skills

Proven track record in financial planning

Client-facing advisory role experience

Understanding of financial advice process

Strong commercial acumen

Exceptional interpersonal skills

Experience in coaching programs

Education

Level 4 diploma in Financial Planning

Progress toward Chartered status

Coaching qualification

Degree-level education

Job description

Job description

This is a rare opportunity to join one of the UK's most respected wealth management organisations in a newly created position designed to enhance the commercial success of Financial Planners nationwide.

The firm is a recognised leader in personalised financial planning and wealth management. Its purpose is to place the power of good advice into more hands by helping clients make confident long‑term decisions. Their people are at the heart of the business and the culture is built on professionalism, collaboration and a deep commitment to excellent client outcomes.

To support continued growth, they are seeking a Practice Development Manager – Financial Planning, reporting directly to the Head of Financial Planning Advice. This role is pivotal in driving adviser productivity, revenue growth and behavioural excellence across the financial planning population.

This is not a T&C role. It is a commercially focused position centred on Adviser development, growth enablement and performance improvement.

About the Role

You will lead the strategic development and delivery of coaching programmes that strengthen the capability, confidence and commercial acumen of Financial Planners. The role combines hands‑on coaching, strategic leadership and performance analysis, with the aim of elevating standards of client engagement and driving consistent revenue growth across the business.

Based in London with hybrid working, you will work closely with Regional Leaders, Financial Planners and cross‑functional teams to embed best practice and create a high‑performance, client‑centric culture.

Key Responsibilities

• Develop and implement a scalable coaching framework that enhances Adviser performance, commercial effectiveness and client engagement
• Deliver one‑to‑one and group coaching programmes tailored to varying levels of experience and capability
• Analyse performance data to identify trends, gaps and development opportunities
• Create and maintain tools, resources and content to support ongoing capability development
• Partner with compliance, marketing, T&C and other teams to ensure all coaching aligns with regulatory requirements and commercial objectives
• Act as a Trusted Adviser to Senior Leaders, offering insights and recommendations to support improved business performance
• Contribute to the development of a high‑performance, client‑focused culture across the organisation

About You

To succeed in this role, you will bring :

• A proven track record in financial planning, wealth management, or financial services sales
• Experience in a client‑facing advisory role, ideally combined with coaching or sales leadership experience
• A deep understanding of the financial advice process, regulatory landscape and effective client engagement strategies
• Strong commercial acumen and the ability to influence and challenge at all levels
• Exceptional interpersonal, facilitation and communication skills
• Experience designing and delivering coaching programmes at scale
• The ability to work effectively in a fast‑paced environment with multiple stakeholders

Qualifications

• Level 4 diploma in Financial Planning (or equivalent)
• Progress toward Chartered status preferred (Chartered Financial Planner advantageous)
• Coaching qualification (e.g., ILM, ICF) desirable
• Degree‑level education beneficial

Why This Role Stands Out

• An opportunity to shape and lead a newly created, high‑impact function
• Direct influence on the commercial performance and future success of the Adviser population
• A visible and influential role working closely with senior leadership
• Hybrid working with a London base
• A chance to join a purpose‑led, client‑focused organisation with a strong reputation and ambitious growth plans