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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.
As a Financial Adviser Performance Coach, 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.
RequirementsEssential:- 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
- 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 in Milton Keynes 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 in Milton Keynes
✨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 interviews by practising common coaching scenarios. Think about how you'd handle different adviser situations and be ready to showcase your coaching style. This will help you stand out as someone who can genuinely improve advice quality.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for openings that excite you, and tailor your approach to show how you can contribute to their adviser development goals.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share a brief insight from your conversation that reinforces your fit for the Financial Adviser Performance Coach role.
We think you need these skills to ace Financial Adviser Performance Coach in Milton Keynes
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial advice and coaching. We want to see how your skills align with the role of a Financial Adviser Performance Coach, so don’t hold back on showcasing your relevant achievements!
Showcase Your Coaching Skills: Since this role is all about helping advisers improve, share specific examples of how you've successfully coached or trained others in the past. We love seeing real-life stories that demonstrate your ability to influence and develop professionals.
Be Authentic: Let your personality shine through in your application! We’re looking for someone who enjoys presenting and engaging with people, so don’t be afraid to show us who you are and why you’re passionate about adviser development.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people. Plus, we can’t wait to hear from you!
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 well-versed in these areas will not only boost your confidence but also show the interviewers that you're serious about the role.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or trained others in the past. Whether it's one-on-one sessions or group training, having specific anecdotes ready will demonstrate your ability to develop advisers effectively.
✨Understand the Company Culture
Research the company’s values and culture. Since this role is all about collaboration and adviser development, be ready to discuss how you can contribute to their mission and fit into their team dynamic.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the role and the company. Inquire about their current adviser development initiatives or how they measure success in coaching. This shows you're engaged and eager to make a positive impact.