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For Companies At a Glance
- Tasks: Lead and mentor a team of wealth advisers to enhance their skills and client service.
- Company: Join a thriving wealth management firm focused on growth and professional development.
- Benefits: Enjoy a competitive salary, bonus scheme, health plan, and hybrid working options.
- Why this job: Shape the future of financial advice while making a real impact in a supportive culture.
- Qualifications: Must be level four qualified with experience in financial advising and team management.
- Other info: Short application process with immediate follow-up for interested candidates.
The predicted salary is between 42000 - 84000 £ per year.
This opportunity is ideal for an experienced financial planning leader or Wealth Advisory Manager with a proven track record in coaching and developing advisory teams. If you enjoy driving high performance, mentoring advisers, and shaping a strong client-first culture, this role offers a clear path to senior leadership. With a generous salary, a robust benefits package, and a collaborative, hybrid working environment, this is a chance to join a high-growth firm where your leadership will make a measurable impact.
The Business
This is a well-established wealth management business with strong growth momentum. They have a highly experienced leadership team with a great advisory team, looking for the link in-between to look after the advisors and help them grow. The business is committed to investing in people, systems, and development - including supporting further qualifications up to Chartered status. Their advisers are backed by a centralised support team, and the culture is built on professionalism, client care, and long-term relationships.
The Role
As Wealth Advisory Development Manager, your core focus will be leading and empowering a team of up to 10 wealth advisers. You’ll spend your time coaching and mentoring advisers to help them grow - both technically and commercially - while supporting them to deliver exceptional service to their clients. You’ll monitor performance and set realistic, stretching KPIs, using data to drive improvement. Working closely with the leadership team, you’ll help to embed best practices across advice, client engagement, and compliance, ensuring advisers feel supported and ambitious in equal measure. This is not just a management role - it’s a leadership position where your influence directly shapes adviser success and client outcomes.
Requirements
- Experience as a financial advisor
- Level four qualified, ideally moving toward chartered
- Experience in management of other advisors preferable
Benefits
- Salary up to £70k
- Bonus scheme
- Medicash Health Plan
- Life assurance policy
- Income protection
- 24 days holiday (increasing with service)
- Additional leave for birthdays or celebrations
- Hybrid working model
- Monthly team brunches/lunches
- Quarterly team social events
Application
Click apply to express your interest - it’s a short, simple application process. We’ll get in touch right away to have a chat!
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advice Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues or leaders from the company. Building these connections can give you insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in financial advising and coaching. Being knowledgeable about current market conditions and innovative practices will help you stand out during discussions and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully developed teams in the past. Be ready with specific examples that showcase your ability to mentor and drive performance, as this is a key aspect of the role.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Understanding their client-first culture will allow you to align your responses and show how you can contribute to their goals effectively.
We think you need these skills to ace Financial Advice Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and team management. Use specific examples of how you've coached and developed advisory teams, as this is a key aspect of the role.
Craft a Compelling Cover Letter: In your cover letter, emphasise your leadership style and how it aligns with the company's client-first culture. Mention your qualifications and any relevant achievements that demonstrate your ability to drive high performance.
Highlight Relevant Qualifications: Clearly state your level four qualification and any progress towards chartered status. This will show your commitment to professional development, which is important for this position.
Showcase Your Management Experience: Detail your previous management roles and how you have successfully led teams. Include metrics or KPIs that illustrate your impact on team performance and client satisfaction.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Leadership Skills
As a Financial Advice Manager, your ability to lead and mentor is crucial. Prepare examples of how you've successfully coached teams in the past, focusing on specific outcomes and improvements you've driven.
✨Understand the Company Culture
Research the wealth management business thoroughly. Familiarise yourself with their values around professionalism and client care, and be ready to discuss how you can contribute to and enhance this culture.
✨Prepare for Performance Metrics Discussion
Since the role involves setting KPIs and monitoring performance, be prepared to discuss how you would approach these tasks. Bring data-driven examples from your previous roles that demonstrate your ability to improve team performance.
✨Emphasise Continuous Development
The company values investment in people and qualifications. Highlight your commitment to professional development, including any steps you've taken towards achieving Chartered status or other relevant qualifications.
