At a Glance
- Tasks: Lead adviser development, improve processes, and embrace technology for better outcomes.
- Company: Growing wealth management business focused on innovation and people development.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Join a dynamic team that values innovation and continuous improvement.
- Why this job: Make a real impact on adviser capability and business performance while driving change.
- Qualifications: Experience in financial services, coaching skills, and a passion for improvement.
The predicted salary is between 58500 - 71500 £ per year.
We're partnering with a growing wealth management business seeking an individual who can make a genuine impact on both adviser capability and business performance. This position is ideal for someone who enjoys developing people but is equally energised by improving processes, embracing technology and helping a business evolve. You'll be the type of person who naturally spots opportunities for improvement, asks "why do we do it this way?" and enjoys bringing colleagues together to create better outcomes for clients and staff alike.
The Role
- This is a broad and influential position that sits at the intersection of:
- Adviser development and coaching
- Training
- Developing People
- Coaching and mentoring advisers and support teams
- Supporting professional development and career progression
- Delivering engaging training and development initiatives
- Using quality assurance findings to identify learning opportunities
- Helping create a culture of continuous improvement
- Driving Change
- Reviewing business processes and identifying opportunities for efficiency
- Working with stakeholders to remove friction from the advice journey
- Supporting and leading improvement projects
- Helping teams adapt to new ways of working
- Influencing positive change across multiple functions
- Embracing Technology
- Exploring how technology can improve adviser productivity
- Supporting AI and automation initiatives
- Acting as a bridge between operational teams and technology specialists
- Helping translate business challenges into practical solutions
- Driving engagement and adoption of new tools and systems
Do you have the following to apply?
- We're keen to speak with individuals who have experience within an:
- IFA firm
- Wealth Management business
- Financial Planning practice
- Advice or Compliance function within Financial Services
You'll ideally bring:
- Experience of adviser supervision, development or advice quality oversight
- A strong understanding of the regulated advice environment
- Excellent coaching and stakeholder management skills
- A passion for improving businesses and helping people succeed
- Curiosity around technology, AI and process improvement
- The ability to see both the bigger picture and the practical detail
Why Apply?
This role represents a genuine opportunity to influence the future direction of a business. You'll be joining an organisation that wants to invest in its people, embrace innovation and continuously improve how it serves clients. If you're someone who enjoys developing advisers, challenging traditional thinking and finding smarter ways of working, we'd love to have a conversation.
Advice Transformation Manager employer: Clayton Davies
As a leading national Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work environment in Cumbria. Our commitment to employee growth is evident through comprehensive training and development opportunities, alongside competitive compensation packages that include bonuses and benefits. Join us to be part of a culture that values collaboration, innovation, and the pursuit of excellence in financial planning.
