Remote Wealth Management Team Lead (Adviser Manager)

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

Job summary

A financial advisory firm based in the United Kingdom is seeking an experienced Adviser Manager to lead Independent Financial Advisers across the UK. The successful candidate will manage and motivate team members, ensuring adherence to FCA guidelines and fostering organic growth. This role offers flexible working hours, competitive salary, and a wide range of benefits, including a pension scheme and professional development opportunities.

Benefits

Flexible working and holidays

Annual Christmas and Summer parties

Contributory pension scheme

Discretionary annual bonus

Health and wellbeing coverage

Tailored learning and development programmes

Shopping discounts

Qualifications

• Demonstrable experience in managing successful teams is essential.
• Strong understanding of FCA regulatory requirements.
• Ability to achieve Competent Adviser Status is needed.

Responsibilities

• Manage and motivate a team of Independent Financial Advisers.
• Ensure high quality holistic advice to clients in line with FCA guidelines.
• Review Adviser performance and business development plans.

Skills

Team Management

Understanding FCA regulations

Data Manipulation

Communication Skills

Education

OCA Level 4 Diploma

Job description

A financial advisory firm based in the United Kingdom is seeking an experienced Adviser Manager to lead Independent Financial Advisers across the UK. The successful candidate will manage and motivate team members, ensuring adherence to FCA guidelines and fostering organic growth. This role offers flexible working hours, competitive salary, and a wide range of benefits, including a pension scheme and professional development opportunities.