Hybrid Adviser Onboarding and Transition Leader

Talosats Careers; Stoke Pound; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Flexible working

Pension

Loyalty Bonus Scheme

Health & wellbeing

Shopping discounts

Bonus scheme

Social events

Salary sacrifice

Job summary

AFH Wealth Management is seeking an Adviser Onboarding and Transition Manager to join the Operations Team. You will oversee onboarding and transition of new Financial Advisers, ensuring a structured and timely integration into the business.

You will lead the Client Services Transition Teams, manage KPIs, coordinate sign-off with Commercial Development, and support advisers through onboarding with senior stakeholders.

Qualifications

• Experience in a senior operational, client services or people management role, ideally within financial services or a regulated environment.
• Proven experience of managing multiple teams, Team Supervisors or managers, with the ability to deliver performance through others.
• Experience of leading, supporting or representing a business area within project work, including attending project meetings, providing operational steer and making informed decisions.
• Strong understanding of operational risk, quality assurance, workflow management and service delivery within a client‑focused environment.
• Able to balance strategic priorities with day‑to‑day operational delivery, ensuring decisions are practical, risk‑aware and aligned to business objectives.
• Confident working with senior stakeholders, challenging appropriately and influencing outcomes across teams and functions.

Responsibilities

• Be responsible for the overall management and performance of the Client Services Transition Teams, ensuring a consistent and standardised approach is followed across all relevant processes
• Provide direction to Team Supervisors and team members, ensuring priorities are clear and performance expectations are understood
• Review the number of incoming advisers (through acquisitions or other routes) to inform transition planning and resource allocation
• Allocate resources within the Transition Teams’ remit to ensure adviser onboarding activity is appropriately prioritised, balanced and delivered within agreed timescales
• Track key performance indicators for adviser transitions, including onboarding progress, client‑base review activity, resource allocation and service delivery outcomes, providing reports to senior management
• Coordinate the formal sign‑off of advisers with the Commercial Development Team into the relevant BAU teams once transition activity is complete, ensuring readiness criteria are met and clear ownership is agreed
• Held regular check‑ins with new Financial Advisers to ensure transition support is clear, effective and aligned to their onboarding requirements
• Act as a point of escalation for complex transition queries from the team, clients, financial advisers and internal stakeholders.

Skills

senior operational

client services

people management

stakeholder engagement

risk awareness

project work

Job description

AFH Wealth Management is seeking an Adviser Onboarding and Transition Manager to join the Operations Team. You will oversee onboarding and transition of new Financial Advisers, ensuring a structured and timely integration into the business.

You will lead the Client Services Transition Teams, manage KPIs, coordinate sign-off with Commercial Development, and support advisers through onboarding with senior stakeholders.