Financial Planning Growth & Coaching Leader

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

Job summary

A leading wealth management firm in London is seeking a Practice Development Manager to enhance the commercial success of Financial Planners. You will develop and deliver coaching programmes to boost adviser performance and client engagement. The ideal candidate has a proven track record in financial services, exceptional communication skills, and experience in coaching. This position offers a hybrid work model and the opportunity to shape high-impact strategies within the business.

Benefits

Hybrid working

Influential role

Opportunity for growth

Qualifications

• Proven track record in financial planning or wealth management.
• Experience in a client-facing advisory role with coaching experience.
• Strong ability to influence and challenge at all levels.

Responsibilities

• Lead development and delivery of coaching programmes.
• Deliver one-to-one and group coaching tailored to experience levels.
• Analyse performance data to identify trends and development opportunities.

Skills

Financial planning

Coaching

Communication skills

Commercial acumen

Client engagement

Facilitation skills

Education

Level 4 diploma in Financial Planning

Chartered Financial Planner

Degree-level education

Job description

A leading wealth management firm in London is seeking a Practice Development Manager to enhance the commercial success of Financial Planners. You will develop and deliver coaching programmes to boost adviser performance and client engagement. The ideal candidate has a proven track record in financial services, exceptional communication skills, and experience in coaching. This position offers a hybrid work model and the opportunity to shape high-impact strategies within the business.