Adviser Development Manager / Account Manager
Hybrid Working
£45,000 - £60,000
A growing financial planning business is seeking a relationship-focused professional to support advisers and partner firms, drive growth opportunities, and enhance adviser engagement across the network.
Aspects of the role will be:
- Build and maintain strong relationships with advisers and firms.
- Identify opportunities to increase assets, adviser productivity, and business growth.
- Support the onboarding of new firms and advisers.
- Deliver webinars, events, and proposition training sessions.
- Work closely with senior leadership on recruitment and business development initiatives.
- Analyse data and MI to identify commercial opportunities.
- Travel to regional offices as required.
To be considered for this position:
- Experience within Financial Planning, Wealth Management, or an IFA environment.
- Strong understanding of pensions, investments, and protection.
- Excellent communication and relationship management skills.
- Commercially minded with a proactive approach.
- Level 4 Diploma (or working towards) is desirable.
Benefits:
- £45,000 - £60,000
- Remote working/hybrid
- Flexibility and autonomy
- Pension
- PMI
- DIS
What's on Offer?
- A varied role combining relationship management and business development.
- Significant exposure to advisers, firms, and senior stakeholders.
- Genuine opportunity to influence growth within a successful financial planning business.
Apply now or contact us for a confidential discussion to learn more about this opportunity.
