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- Tasks: Lead a team of Wealth Advisers, driving performance and client service.
- Company: Join a passionate firm dedicated to providing quality financial advice.
- Benefits: Enjoy competitive salary, health plans, hybrid work, and extra holiday for your birthday.
- Why this job: Make an impact by mentoring advisers and enhancing client relationships in a supportive culture.
- Qualifications: 5+ years in wealth management; industry certifications preferred.
- Other info: Participate in monthly brunches and quarterly social events with a dynamic team.
The predicted salary is between 43200 - 72000 £ per year.
We are looking for a dynamic and experienced Advisory Development Manager to lead a team of up to 10 Wealth Advisers. In this pivotal role, you will be responsible for driving performance, fostering professional development, and ensuring exceptional client service.
Key Responsibilities:
- Oversee the day-to-day performance management of the wealth advisory team.
- Provide coaching, mentoring, and training to enhance adviser development.
- Set and monitor KPIs and targets, ensuring continuous improvement.
- Support advisers in delivering high-quality financial solutions to clients.
- Collaborate with senior leadership to implement best practices and strategies to enhance performance.
To be successful in your application you will need:
- Industry Certifications - Preferred qualifications include: Level 4 Diploma in Financial Planning (DipPFS or DipFA), Investment Advice Diploma (IAD), Chartered status would be advantageous.
- Industry experience - Minimum 5+ years in wealth management, financial planning, or investment advisory roles.
- Leadership and Performance Management - Demonstrate success in leading teams, coaching advisers, and driving results.
- Client Relationship Management - Strong ability to cultivate relationships with high-net-worth clients and strategic partners.
Preferred Skills & Knowledge:
- Strategic Thinking & Business Development - Capacity to develop growth strategies and implement best practices for adviser success.
- Regulatory Knowledge - Solid understanding of financial laws, compliance, and ethical standards within wealth advisory in the UK.
- Tech & Digital Fluency - Familiarity with wealth management software, CRM systems, and financial modeling tools.
We are passionate about building long lasting relationships with our clients and their families in order to provide quality financial advice. With a focus on service, we go above and beyond for our clients to ensure that we plan for their future.
Compensation & Culture:
- Competitive salary
- Discretionary variable pay scheme
- Medicash Health Plan
- Life Assurance policy
- Income Protection
- 24 days holiday - increasing with service
- Additional leave for your Birthday/celebration
- Monthly team brunches and lunches
- Quarterly team social events
- Hybrid working model
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor Development Manager
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial planning. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your knowledge and passion for the field.
✨Tip Number 2
Network with professionals in the wealth advisory sector. Attend industry events or join relevant online forums to connect with potential colleagues or mentors. Building these relationships can provide valuable insights and may even lead to referrals for the position.
✨Tip Number 3
Prepare specific examples of your leadership experience and how you've successfully managed teams in the past. Be ready to discuss your approach to coaching and mentoring advisers, as this will be crucial in demonstrating your fit for the role.
✨Tip Number 4
Research StudySmarter's company culture and values. Understanding our commitment to client relationships and service excellence will help you align your responses during interviews, showing that you're a great cultural fit for our team.
We think you need these skills to ace Advisor Development Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and leadership. Emphasise your achievements in coaching and performance management, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client service and your strategic vision for adviser development. Mention specific examples of how you've successfully led teams and improved performance in previous roles.
Highlight Relevant Certifications: Clearly list any industry certifications you hold, such as the Level 4 Diploma in Financial Planning or Investment Advice Diploma. If you have Chartered status, make sure to mention it prominently.
Showcase Client Relationship Skills: Demonstrate your ability to build relationships with high-net-worth clients. Include examples of how you've successfully managed client relationships and contributed to business development in your previous positions.
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Showcase Your Leadership Skills
As an Advisory Development Manager, demonstrating your leadership experience is crucial. Prepare examples of how you've successfully led teams, coached advisers, and driven performance in previous roles.
✨Understand the Financial Landscape
Familiarise yourself with current trends in wealth management and financial planning. Be ready to discuss how you can apply your industry knowledge to enhance the performance of the advisory team.
✨Highlight Client Relationship Management
Since client relationships are key in this role, prepare to share specific instances where you've cultivated strong relationships with high-net-worth clients. This will demonstrate your ability to support advisers in delivering exceptional service.
✨Prepare for Technical Questions
Expect questions about regulatory knowledge and financial compliance. Brush up on relevant laws and ethical standards in the UK to show that you're well-versed in the necessary regulations for wealth advisory.
