Remote Wealth Management Team Lead (Adviser Manager)

IDEX Consulting Ltd; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading consulting firm in the United Kingdom is seeking a Regional Adviser Manager to oversee a team of Independent Financial Advisers. The role involves ensuring compliance with FCA guidelines, supporting advisers in their development, and driving team performance. Candidates should possess strong management experience, a solid understanding of regulatory requirements, and excellent communication skills. The position offers competitive salary negotiation and flexible working arrangements.

Benefits

Flexible working and holidays

Annual parties

Contributory pension scheme

Discretionary annual bonus

Health and wellbeing initiatives

Professional development programs

Shopping discounts

Qualifications

• Experience managing a team of wealth/financial advisors is essential.
• Demonstrable experience in building and managing successful teams.
• Previous experience in Sales Management and Training & Competence Management.

Responsibilities

• Manage and motivate a team of Independent Financial Advisers.
• Ensure high-quality advice delivery and good outcomes per FCA guidelines.
• Support and develop advisers to achieve Competent Adviser Status.

Skills

Team management experience

Understanding FCA regulatory requirements

Data manipulation skills

Strong communication skills

Ability to attain SPS

Education

OCA Level 4 Diploma

Relevant industry supervision qualification

Job description

A leading consulting firm in the United Kingdom is seeking a Regional Adviser Manager to oversee a team of Independent Financial Advisers. The role involves ensuring compliance with FCA guidelines, supporting advisers in their development, and driving team performance. Candidates should possess strong management experience, a solid understanding of regulatory requirements, and excellent communication skills. The position offers competitive salary negotiation and flexible working arrangements.