At a Glance
- Tasks: Build relationships with advisers and drive business growth in a dynamic financial planning environment.
- Company: A growing financial planning business focused on adviser engagement and support.
- Benefits: Competitive salary, remote work flexibility, pension, and professional development opportunities.
- Other info: Opportunity to influence growth and work closely with senior leadership.
- Why this job: Make a real impact in a role that combines relationship management and business development.
- Qualifications: Experience in Financial Planning or Wealth Management and strong communication skills.
The predicted salary is between 45000 - 60000 £ per year.
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.
Responsibilities
- Build and maintain strong relationships with advisers and firms.
- Identify opportunities to increase assets, adviser productivity, and business growth.
- Support 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.
Qualifications
- 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) desirable.
Benefits
- Competitive salary £45,000 – £60,000
- Remote working / hybrid flexibility
- Flexibility and autonomy
- Pension
- Professional development and training (PMI)
- Supportive work environment (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.
Adviser Development Manager in Godalming employer: Eden Rose
Join a dynamic financial planning business in Godalming, where you will thrive in a supportive and flexible work environment that values professional development and autonomy. As an Adviser Development Manager, you will have the opportunity to build meaningful relationships, drive growth, and influence the success of advisers and partner firms, all while enjoying a competitive salary and the benefits of remote working options.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Development Manager in Godalming
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Adviser Development Manager in Godalming
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
