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- Tasks: Lead and coach a team of financial advisers to enhance their skills and client service.
- Company: Join a dynamic Wealth Management company in Whiteley, Hampshire, focused on growth and client satisfaction.
- Benefits: Enjoy a supportive work culture with opportunities for professional development and career progression.
- Why this job: Make a real impact by helping advisers achieve their goals while fostering a positive team environment.
- Qualifications: Must have Level 4 Diploma and experience in financial planning, sales management, and coaching.
- Other info: Ideal for energetic individuals who thrive in a collaborative and client-focused setting.
The predicted salary is between 48000 - 72000 £ per year.
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We are currently recruiting for a Wealth Management company in Whiteley, Hampshire, which is looking to hire an Adviser Development Manager to coach, manage, and support a team of financial advisers in their efforts to maximise their skills and business performance. The role will primarily focus on developing new advisers and building on the experience they have gained externally or during the in-house academy.
- Lead a team of advisers to build and deliver plans to attract new clients, service existing clients, grow revenues in line with company objectives, and ensure client satisfaction and outcomes.
- Support recently qualified advisers primarily through observation, feedback, coaching, and training.
- The role will also support advisers with higher levels of experience periodically.
- Maintain a culture aligned with the company values and the prevailing regulatory environment.
- Influence the growth of both the company and the adviser’s skills and competence through development of knowledge, client-facing skills, and confidence.
An ideal role for a professional who enjoys seeing advisers develop and achieve goals because of the coaching and experience they have shared.
Qualifications/Requirements
· Level 4 Diploma (DipPFS or equivalent).
· Financial planning, sales management, and coaching experience essential.
· Good knowledge and experience of the advice process.
· Ability to motivate and lead a team of Financial Planners in achieving business objectives.
· Fiercely client-centric, commercially astute, and CF30 experience.
· Ability to understand, identify, and resolve development issues effectively.
· Excellent verbal and written communication skills, including the use of various software applications.
· Excellent personal organization and ability to deliver to tight deadlines.
· Highly energetic, self-motivated, and a personable team player.
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Adviser Development Manager employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Development Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet current advisers and managers. This will not only help you understand the role better but also give you insights into the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in financial advising and coaching. Being knowledgeable about current practices will show your commitment to the role and help you stand out during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully coached or managed teams in the past. Highlighting your experience with developing advisers will demonstrate your capability for this position.
✨Tip Number 4
Research the company's values and mission statement. Be ready to articulate how your personal values align with theirs, as cultural fit is crucial for this role.
We think you need these skills to ace Adviser Development Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, sales management, and coaching. Use specific examples that demonstrate your ability to lead and develop a team of advisers.
Craft a Compelling Cover Letter: In your cover letter, express your passion for coaching and developing others. Mention how your previous experiences align with the company's objectives and values, and how you can contribute to their growth.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential for this role, ensure your application is well-written and free of errors. Consider including examples of how you've effectively communicated in past roles.
Highlight Client-Centric Approach: Emphasise your client-centric mindset in both your CV and cover letter. Provide examples of how you've successfully managed client relationships and ensured satisfaction in previous positions.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Coaching Skills
As an Adviser Development Manager, your ability to coach and support financial advisers is crucial. Prepare examples of how you've successfully developed teams in the past, focusing on specific outcomes and improvements you've facilitated.
✨Demonstrate Client-Centric Thinking
Highlight your understanding of client needs and how you’ve previously ensured client satisfaction. Be ready to discuss strategies you've implemented to attract new clients and retain existing ones, aligning with the company's objectives.
✨Prepare for Regulatory Discussions
Familiarise yourself with the current regulatory environment affecting wealth management. Be prepared to discuss how you would maintain compliance while still driving performance and development within your team.
✨Exhibit Strong Communication Skills
Since excellent verbal and written communication skills are essential, practice articulating your thoughts clearly. Consider how you can convey complex financial concepts simply, as this will be key in coaching advisers effectively.
