At a Glance
- Tasks: Lead and manage the Trainee Adviser Programme, ensuring top-notch development from recruitment to Competent Adviser Status.
- Company: Join a forward-thinking financial services firm dedicated to professional growth.
- Benefits: Competitive salary, career progression opportunities, and a supportive work environment.
- Other info: Dynamic role with a focus on coaching and continuous improvement.
- Why this job: Shape the future of aspiring advisers while enhancing your leadership skills.
- Qualifications: Degree or equivalent experience and Level 4 Diploma in Financial Planning required.
The predicted salary is between 42750 - 52250 £ per year.
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
- 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 essential
- Level 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, and Consultant Advisers
- Pod Leader / Team Leader responsible for day-to-day work allocation, coaching and client delivery of Trainee Advisers
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Adviser Development Manager employer: Amicus Wealth Management
At Amicus, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters professional growth and development. As the Adviser Development Manager, you will lead our Trainee Adviser Programme in a supportive environment that prioritises employee wellbeing and career progression, ensuring that our advisers are equipped with the skills and knowledge to excel in the financial planning industry. With a commitment to continuous improvement and high standards of advice quality, Amicus provides a unique opportunity to make a meaningful impact while advancing your career in a collaborative and innovative setting.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Development Manager
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Amicus Wealth Management. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Amicus Wealth Management.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Amicus Wealth Management. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Adviser Development Manager
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Amicus Wealth Management and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Amicus Wealth Management how you can be a team player!
How to prepare for a job interview at Amicus Wealth Management
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Amicus Wealth Management.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Amicus Wealth Management's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
