Trainee Adviser Manager

Seven Investment Management; Greater London; On-site; GBP 70,000 - 95,000; Full time

Job summary

Seven Investment Management seeks a Trainee Adviser Manager to lead and own the Amicus Adviser Programme from recruitment through to Competent Adviser Status (CAS). The role includes formal line management of Trainee Advisers, Associate Advisers and Consultants, and coordinating coaching, training and progression across the Academy.

You will ensure high standards of advice quality, governance and operational excellence while nurturing talent and driving continuous improvement in the programme.

Qualifications

• Degree or equivalent experience is essential.
• Level 4 Diploma in Financial Planning is essential.
• Coaching qualification is desirable.
• Wealth Management and Financial Planning industry experience is relevant.
• FCA Training & Competence framework familiarity is a plus.
• CII Diploma pathway knowledge may be beneficial.
• Adviser development experience is advantageous.
• Understanding of the financial planning advice process.
• Performance management experience is useful.

Responsibilities

• Lead the Trainee Adviser Programme and Academy, from recruitment through to CAS.
• Line manage Trainee Advisers, Associate Advisers and Consultants; conduct regular reviews.
• Coordinate and deliver classroom-based training and curriculum updates.
• Oversee learning materials with Learning & Development to ensure current content.
• Provide governance, reporting and MI for the Amicus Adviser Academy.
• Support promotions and career progression within the programme.

Skills

Coaching & mentoring

Stakeholder management

Commercial awareness

Presentation & facilitation

Project & programme management

Performance management

Data analysis & MI reporting

Organisation & planning

Influence senior stakeholders

Communication skills

Team building

Continuous improvement mindset

Education

Degree or equivalent experience

Level 4 Diploma in Financial Planning

Coaching qualification

Job description

Purpose To lead and manage the Trainee Adviser Programme, providing end-to-end ownership of the Academy and ensuring a consistent, high-quality development experience from recruitment through to Competent Adviser Status (CAS).

The Trainee Adviser Manager will have formal line management responsibility for Trainee Advisers, Associate Advisers, and Consultants, overseeing their professional development, qualifications, performance, wellbeing and career progression.

Whilst this Manager retains overall accountability for each trainee’s development journey, day-to-day work allocation, operational coaching and client servicing remain the responsibility of the relevant Pod Leader.

The role is responsible for ensuring the Amicus Adviser Academy delivers technically competent, commercially capable advisers whilst maintaining high standards of advice quality, operational excellence and governance.

Responsibilities

Programme Leadership

• Lead the Amicus Adviser Programme, supporting recruitment through to Competent Adviser Status (CAS)
• Working with the Executive Sponsor & People and Culture team to design, coordinate and continuously improve the Amicus Adviser Academy
• Deliver Amicus Academy induction programmes and classroom-based training
• Work with the Learning & Development Specialist to develop and maintain the Amicus Academy curriculum and learning materials
• Ensure consistency across all trainee cohorts

People Management & Coaching

• Act as the formal line manager for Trainee Advisers, Associate Advisers and Consultants
• Conduct regular one-to-one meetings
• Complete probation, performance and development reviews
• Manage annual leave, sickness absence and wellbeing
• Support promotions and career progression
• Identify and manage performance concerns alongside Pod Leaders

Learning & Development

• Support with coordination of classroom-based technical training
• Coordinate professional qualifications, ensuring Trainees are on track to complete their Level 4 Diploma in Financial Planning
• Approve examination bookings and study plans
• Work with the Operations team to ensure Trainees receive training on:
  • Xplan
  • Operational business processes and standards
  • Xplan coaching and support
  • One Best Way standards

Governance & Reporting

• Produce monthly Amicus Academy MI
• Report programme performance to Directors, Monthly Business Reviews and People & Culture

About You

Knowledge

• Degree or equivalent experience is essential
• Level 4 Diploma in Financial Planning is essential
• Coaching qualification is desirable
• Wealth Management and Financial Planning industry
• FCA Training & Competence framework
• CII Diploma pathway
• Adviser development
• Financial planning advice process
• Performance management

Qualifications

• Degree or equivalent experience is essentialLevel 4 Diploma in Financial Planning is essential
• Coaching qualification is desirable

Skills

• Excellent coaching and mentoring
• Strong stakeholder management
• Commercial awareness
• Presentation and facilitation skills
• Project and programme management
• Performance management
• Data analysis and MI reporting
• Excellent organisation and planning
• Ability to influence senior stakeholders
• Strong communication skills
• Ability to build high-performing teams
• Continuous improvement mindset

Reporting

• Reports to an Amicus Director
• Direct reports include Trainee Advisers, Associate Advisers, Consultant Advisers
• Pod Leader / Team Leader responsible for day-to-day work allocation, coaching and client delivery of Trainee Advisers