Job details.
Published: about 2 months ago
An exciting opportunity has arisen for an experienced Adviser Development Manager to join a growing wealth management firm in London. This senior leadership role is ideal for someone passionate about developing Financial Planners and driving high performance in a supportive and professional environment.
The Role
As Adviser Development Manager, you will be responsible for leading a team of up to 10 Financial Planners. You’ll provide hands-on coaching, mentoring, and performance management, helping advisers to reach their full potential and deliver exceptional service to clients.
You will also hold a small book of quality clients, providing financial advice at a high level, but your primary focus will be on the development and success of your team.
Key Responsibilities
- Oversee the day-to-day management and performance of the advisory team
- Set and monitor KPIs and ensure continuous improvement
- Deliver tailored coaching, mentoring, and training programs
- Work with senior leadership to implement growth strategies and best practices
- Ensure high standards of client service and regulatory compliance
About You
- Minimum 5 years’ experience in financial planning, investment advice, or wealth management
- Proven success in leading and developing adviser teams
- Strong communication and leadership skills
- Excellent knowledge of UK financial regulations and compliance
- Qualified to at least IAD level; Chartered status is advantageous
- Comfortable with modern financial planning tools and CRM systems
Package and Benefits
- £70,000 – £90,000 basic salary (depending on experience)
- Discretionary bonus scheme
- Hybrid working model – 2 to 3 days per week in the office
- Health plan, life assurance, and income protection
- 24 days annual leave (increasing with service) + birthday leave
- Monthly team brunches, quarterly socials, and more
Location
The role is currently based in Canary Wharf but may relocate to another London office before the end of 2025.
If you’re a natural leader with a passion for adviser development and high standards of client care, we’d love to hear from you.
An exciting opportunity has arisen for an experienced Adviser Development Manager to join a growing wealth management firm in London. This senior leadership role is ideal for someone passionate about developing Financial Planners and driving high performance in a supportive and professional environment.
The Role
As Adviser Development Manager, you will be responsible for leading a team of up to 10 Financial Planners. You’ll provide hands-on coaching, mentoring, and performance management, helping advisers to reach their full potential and deliver exceptional service to clients.
You will also hold a small book of quality clients, providing financial advice at a high level, but your primary focus will be on the development and success of your team.
Key Responsibilities
- Oversee the day-to-day management and performance of the advisory team
- Set and monitor KPIs and ensure continuous improvement
- Deliver tailored coaching, mentoring, and training programs
- Work with senior leadership to implement growth strategies and best practices
- Ensure high standards of client service and regulatory compliance
About You
- Minimum 5 years’ experience in financial planning, investment advice, or wealth management
- Proven success in leading and developing adviser teams
- Strong communication and leadership skills
- Excellent knowledge of UK financial regulations and compliance
- Qualified to at least IAD level; Chartered status is advantageous
- Comfortable with modern financial planning tools and CRM systems
Package and Benefits
- £70,000 – £90,000 basic salary (depending on experience)
- Discretionary bonus scheme
- Hybrid working model – 2 to 3 days per week in the office
- Health plan, life assurance, and income protection
- 24 days annual leave (increasing with service) + birthday leave
- Monthly team brunches, quarterly socials, and more
Location
The role is currently based in Canary Wharf but may relocate to another London office before the end of 2025.
If you’re a natural leader with a passion for adviser development and high standards of client care, we’d love to hear from you.
Sector:
- Financial Planning
