Advisor Development Manager

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