Adviser Development Manager

Adviser Development Manager

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead and coach a team of financial advisers to boost their skills and client satisfaction.
  • Company: Join a dynamic Wealth Management company based in Whiteley, Hampshire.
  • Benefits: Enjoy a supportive work culture with opportunities for professional growth and development.
  • Why this job: Make a real impact by helping advisers achieve their goals and enhance their careers.
  • Qualifications: Must have Level 4 Diploma and experience in financial planning sales and coaching.
  • Other info: Ideal for energetic individuals who thrive in a collaborative environment.

The predicted salary is between 43200 - 72000 £ per year.

We are currently recruiting for a Wealth Management company in Whiteley, Hampshire who are looking to recruit an Adviser Development Manager to coach, manage and support a team of financial in their efforts to maximise their own 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 inline 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 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 in an effective way.
  • Excellent verbal and written communication skills including the use of various software applications.
  • Excellent personal organisation 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

Join a dynamic Wealth Management company in Whiteley, Hampshire, where we prioritise employee development and foster a supportive work culture. As an Adviser Development Manager, you will have the opportunity to lead and inspire a team of financial advisers, enhancing their skills while contributing to the company's growth. With a focus on coaching and professional development, we offer a collaborative environment that values client satisfaction and personal achievement.
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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 join relevant online forums to connect with current advisers and managers. This can give you insights into the role and help you make valuable connections.

✨Tip Number 2

Showcase your coaching skills in informal settings. Offer to mentor new advisers or conduct training sessions at your current job. This hands-on experience will demonstrate your ability to develop others, which is crucial for the Adviser Development Manager role.

✨Tip Number 3

Familiarise yourself with the latest trends in financial planning and client management. Being knowledgeable about current market conditions and regulatory changes will position you as a strong candidate who can lead advisers effectively.

✨Tip Number 4

Prepare to discuss specific examples of how you've successfully led teams or improved performance in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses during interviews, highlighting your impact on team development.

We think you need these skills to ace Adviser Development Manager

Coaching and Mentoring
Team Leadership
Financial Planning Knowledge
Client Relationship Management
Sales Management
Performance Management
Communication Skills
Motivational Skills
Problem-Solving Skills
Organisational Skills
Regulatory Compliance Knowledge
Adaptability
Training and Development
Client-Centric Approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, management, and coaching. Use specific examples that demonstrate your ability to lead a team and achieve business objectives.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for developing advisers and your understanding of the wealth management industry. Mention how your qualifications align with the company's values and objectives.

Highlight Relevant Qualifications: Clearly state your Level 4 Diploma (DipPFS or equivalent) and any other relevant certifications. Emphasise your experience with the advice process and your CF30 experience to strengthen your application.

Showcase Communication Skills: Since excellent verbal and written communication skills are essential for this role, consider including examples of how you've effectively communicated with clients and team members 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 advisers is crucial. Prepare examples of how you've successfully developed teams in the past, focusing on specific outcomes and improvements.

✨Demonstrate Client-Centric Thinking

Highlight your experience in putting clients first. Be ready to discuss strategies you've implemented to enhance client satisfaction and how these have positively impacted business performance.

✨Know the Company Values

Familiarise yourself with the company's values and culture. During the interview, align your answers to reflect how your personal values and experiences resonate with theirs, showing that you are a good fit.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving and leadership skills. Think of situations where you've had to motivate a team or resolve conflicts, and be ready to explain your thought process.

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