At a Glance
- Tasks: Lead and mentor a team of wealth advisers to enhance their skills and client service.
- Company: Join a thriving wealth management firm focused on growth and professional development.
- Benefits: Enjoy a competitive salary, bonus scheme, health plan, and hybrid working options.
- Other info: Short application process with immediate follow-up for interested candidates.
- Why this job: Shape the future of financial advice while making a real impact in a supportive culture.
- Qualifications: Must be level four qualified with experience in financial advising and team management.
The predicted salary is between 42000 - 84000 £ per year.
This opportunity is ideal for an experienced financial planning leader or Wealth Advisory Manager with a proven track record in coaching and developing advisory teams. If you enjoy driving high performance, mentoring advisers, and shaping a strong client-first culture, this role offers a clear path to senior leadership. With a generous salary, a robust benefits package, and a collaborative, hybrid working environment, this is a chance to join a high-growth firm where your leadership will make a measurable impact.
The Business
This is a well-established wealth management business with strong growth momentum. They have a highly experienced leadership team with a great advisory team, looking for the link in-between to look after the advisors and help them grow. The business is committed to investing in people, systems, and development - including supporting further qualifications up to Chartered status. Their advisers are backed by a centralised support team, and the culture is built on professionalism, client care, and long-term relationships.
The Role
As Wealth Advisory Development Manager, your core focus will be leading and empowering a team of up to 10 wealth advisers. You’ll spend your time coaching and mentoring advisers to help them grow - both technically and commercially - while supporting them to deliver exceptional service to their clients. You’ll monitor performance and set realistic, stretching KPIs, using data to drive improvement. Working closely with the leadership team, you’ll help to embed best practices across advice, client engagement, and compliance, ensuring advisers feel supported and ambitious in equal measure. This is not just a management role - it’s a leadership position where your influence directly shapes adviser success and client outcomes.
Requirements
- Experience as a financial advisor
- Level four qualified, ideally moving toward chartered
- Experience in management of other advisors preferable
Benefits
- Salary up to £70k
- Bonus scheme
- Medicash Health Plan
- Life assurance policy
- Income protection
- 24 days holiday (increasing with service)
- Additional leave for birthdays or celebrations
- Hybrid working model
- Monthly team brunches/lunches
- Quarterly team social events
Application
Click apply to express your interest - it’s a short, simple application process. We’ll get in touch right away to have a chat!
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advice Manager in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Finlink Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Finlink Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Finlink Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Financial Advice Manager in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Finlink Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Finlink Ltd how you can be a team player!
How to prepare for a job interview at Finlink Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Finlink Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Finlink Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
