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- Tasks: Coach Financial Advisers to enhance their skills and deliver top-notch advice.
- Company: Join a growing financial planning organisation focused on adviser development.
- Benefits: Competitive salary, remote work, generous holiday, and professional development support.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Make a real impact by shaping adviser performance and fostering growth.
- Qualifications: Level 4 Diploma in Financial Planning and experience in adviser development.
The predicted salary is between 50000 - 60000 £ per year.
If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career.
In this role, you will work closely with Financial Planners across the business, supporting them to deliver consistently high quality advice through practical coaching, training and development. Rather than acting as a compliance sign off, you will focus on helping their Planners do things right first time by building confidence, consistency and capability. This is a people led position and suits someone who enjoys presenting, influencing and developing experienced professionals.
Your work will be varied and will include one to one coaching, group sessions, onboarding support and involvement in wider adviser improvement initiatives as the business continues to grow.
Typical responsibilities include:
- Delivering one to one and group coaching sessions, virtually and face to face
- Supporting adviser induction and ongoing professional development
- Reviewing performance trends and identifying development priorities
- Working collaboratively with internal teams to promote consistent advice standards
- Contributing to projects linked to adviser growth, change and improvement
This role offers genuine visibility, influence and the opportunity to shape adviser performance across the business.
Requirements
Essential:
- Level 4 Diploma in Financial Planning or equivalent
- Experience in financial advice, wealth management, adviser development or T and C
- Strong understanding of FCA regulatory expectations
- Proven experience delivering training or coaching to advisers
Desirable:
- Chartered status or working towards this J07 qualification
- Experience supporting multi site or growing advice teams
You will be joining a well established and growing financial planning organisation with a strong focus on adviser development, high advice standards and continuous improvement. The business has a collaborative culture and places real value on developing its people.
Benefits:
- Salary £50,000 to £60,000 depending on experience
- £5,000 car allowance
- Remote working with need for travel
- 28 days holiday plus bank holidays, rising with service
- Private medical insurance, income protection, life assurance and pension
- Discretionary bonus scheme
- Ongoing professional development support
Location: Candidates can be based anywhere across Central or South England, with regional travel required as part of the role.
If you are passionate about adviser development and want a role where your impact is visible, apply now.
Financial Adviser Performance Coach employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Performance Coach
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to adviser development. Tailor your responses to show how your coaching style aligns with their values and goals.
✨Tip Number 3
Showcase your coaching skills! During interviews, be ready to share specific examples of how you've helped advisers improve their performance. Use metrics or feedback to back up your success stories.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Adviser Performance Coach
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Financial Adviser Performance Coach role. Highlight your coaching experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how you can help advisers raise their game!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for adviser development and how your previous experiences align with our goals. Let us know why you're excited about this role and how you can contribute to our collaborative culture.
Showcase Your Coaching Skills: In your application, be sure to highlight specific examples of how you've successfully coached or trained others. We love seeing real-life impacts, so share those success stories that demonstrate your ability to build confidence and capability in advisers.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and FCA regulations. Being able to discuss these confidently will show that you’re not just a coach, but someone who truly understands the landscape.
✨Showcase Your Coaching Style
Prepare to share examples of your coaching experiences. Whether it’s one-on-one sessions or group training, be ready to explain how you’ve helped advisers improve their performance and confidence.
✨Understand the Company Culture
Research the company’s values and culture. Since this role is all about collaboration and development, demonstrating that you align with their focus on adviser growth will set you apart.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics and ongoing projects. This shows your genuine interest in the role and helps you gauge how you can contribute to their adviser improvement initiatives.