Financial Planning Team Leader

Amber River Premier; Marlow; On-site; GBP 90,000 - 120,000; Full time

Job summary

Amber River Premier is seeking an exceptional Financial Planning Team Leader to support our team of Chartered Financial Planners. This is a dual-role combining leadership with hands-on client advisory work for High-Net-Worth clients.

This role will manage a 4-5 adviser team, focus on capacity planning, recruitment, and development, while personally servicing a select portfolio of complex clients and ensuring compliance.

Qualifications

• Minimum 5 years' experience as an Independent Financial Adviser.
• Strong understanding of wealth management, pensions, investments, protection and the wider UK financial services market.
• Experience leading, coaching and mentoring advisers and building high-performing teams.
• Exceptional commercial awareness, decision-making and stakeholder management skills.
• Ability to analyse business performance data and turn insights into actionable plans.

Responsibilities

• Manage and develop a high-performing team of Chartered Financial Planners, initially 4-5 Advisers, growing over time.
• Drive adviser capacity planning, recruitment, development, retention and succession planning.
• Ensure delivery of high-quality independent financial advice meeting regulatory requirements.
• Own and optimise advice processes for consistency, efficiency and scalability.
• Use management information to identify growth opportunities and productivity improvements.
• Conduct regular 1-2-1s and PDPs with the team.

Skills

Leadership

People development

Client advisory

Strategic planning

Regulatory compliance

Data analysis

Stakeholder management

Education

Chartered Financial Adviser

Independent Financial Adviser

Job description

Amber River Premier is seeking an exceptional Financial Planning Team Leader to support our team of Financial Planners. This is a unique opportunity for an experienced Chartered Adviser to combine operational management skills with hands-on client advisory work, implementing our advice proposition while continuing to deliver outstanding outcomes for High-Net-Worth clients.

This is a true dual-role position, with approximately 50% of your time focused on leading and developing our Financial Planning team, and 50% dedicated to managing a select portfolio of HNW clients.

What you'll be doing

As Financial Planning Team Leader, you will:

• Manage and develop a high-performing team of Chartered Financial Planners, creating a culture of excellence, accountability and continuous improvement. Levels of experience will range across the team from Paraplanners transitioning into Advisers and those with several years' experience already within the industry. You will initially manage a team of 4-5 Advisers, with the team growing over time.
• Drive adviser capacity planning, recruitment, development, retention and succession planning.
• Ensure the delivery of high-quality independent financial advice that achieves outstanding client outcomes and meets all regulatory requirements.
• Own and optimise advice processes to improve consistency, efficiency and scalability across the business.
• Use management information and business insights to identify opportunities for growth, productivity improvement and enhanced quality.
• Conduct regular 1-2-1s and quarterly personal development meetings (PDPs) with the team of Chartered Financial Planners.
• Partner closely with Compliance, HR, Operations, Growth and Proposition Directors to support business performance and potential future acquisitions.
• Supervise and develop Financial Planners through Training & Competence frameworks, file reviews and professional coaching.
• Build and maintain your own portfolio of complex HNW client relationships, providing expert financial planning advice and ongoing servicing.
• Build relationships with existing, well-established clients.

What we're looking for

We're looking for a proven leader who combines deep technical expertise with commercial acumen and a passion for developing people.

We are also open to receiving applications from Advisers with current line management or mentoring experience that are keen to transition into a formal Management/Advice role.

Essential experience and qualifications

• Minimum 5 years' experience as an Independent Financial Adviser.
• Strong understanding of wealth management, pensions, investments, protection and the wider UK financial services market. Preferably working with high-net-worth clients with complex financial planning requirements.
• Experience leading, coaching and mentoring advisers and building high-performing teams.
• Exceptional commercial awareness, decision-making and stakeholder management skills.
• Ability to analyse business performance data and turn insights into actionable plans.

This is an opportunity to play a pivotal leadership role in a growing, client-focused business. You'll have the platform to influence strategy, shape culture, develop talented advisers and help drive the next stage of growth, while continuing to do what you do best-deliver exceptional advice to clients.

Additional management skills training and qualifications are available for applicants seeking further personal development.