Strategic Financial Planning Coach & Growth Leader

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

Job summary

A reputable wealth management firm in London seeks a Practice Development Manager to enhance the productivity and performance of Financial Planners. This hybrid role involves developing coaching programmes that drive adviser effectiveness and client engagement. The ideal candidate has a strong background in financial planning and experience in a client-focused advisory role. Join this purpose-driven organization to make a significant impact on adviser development and business success.

Benefits

Hybrid working

Influential role with senior leadership

Opportunity for career growth

Qualifications

• Proven track record in financial planning or wealth management.
• Experience in a client-facing advisory role and coaching.
• Strong understanding of regulatory landscape.

Responsibilities

• Develop and implement scalable coaching frameworks.
• Deliver tailored one-on-one and group coaching programmes.
• Analyze performance data to identify trends.

Skills

Proven track record in financial planning

Client-facing advisory role experience

Understanding of financial advice process

Strong commercial acumen

Exceptional interpersonal skills

Experience in coaching programs

Education

Level 4 diploma in Financial Planning

Progress toward Chartered status

Coaching qualification

Degree-level education

Job description

A reputable wealth management firm in London seeks a Practice Development Manager to enhance the productivity and performance of Financial Planners. This hybrid role involves developing coaching programmes that drive adviser effectiveness and client engagement. The ideal candidate has a strong background in financial planning and experience in a client-focused advisory role. Join this purpose-driven organization to make a significant impact on adviser development and business success.