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For Companies At a Glance
- Tasks: Drive high-performance culture and deliver engaging training to advisers.
- Company: Join a forward-thinking financial planning business focused on simplifying complex advice.
- Benefits: Enjoy a competitive salary, car allowance, hybrid working, and generous leave.
- Why this job: Make a tangible impact on adviser performance and client outcomes in a supportive culture.
- Qualifications: Level 4 Diploma in Financial Advice required; experience in training and performance improvement preferred.
- Other info: Quick application process; join a rapidly growing company with industry-leading professionals.
The predicted salary is between 42000 - 58000 £ per year.
Job Description
Performance & Excellence Associate
Hybrid working (2 days a week in the office)
Scotland
Up to £50k Car allowance.
Level 4 Diploma in Financial Advice required. J07 Desirable.
This role is ideal for experienced financial services professionals with a strong background in training, performance improvement, and adviser development. If you enjoy shaping high-performance cultures, improving processes, and supporting continuous learning, this opportunity offers both challenge and reward. You’ll receive a competitive salary, car allowance, and the chance to make a tangible impact on adviser performance and client outcomes.
The Business
This is a forward-thinking financial planning business with a mission to simplify complex financial advice and help clients achieve their personal and family goals. The company is growing rapidly through both organic expansion and acquisitions, backed by specialist financial services investors. With advanced technology, streamlined processes, and a supportive, collaborative culture, this is a business where you can thrive and grow alongside industry-leading professionals.
The Role
In this role, you’ll be instrumental in driving a high-performance culture across the adviser network. A typical day might include:
- Delivering engaging training sessions (face-to-face, webinars, e-learning) to enhance planner capabilities.
- Holding regular one-to-one sessions with advisers to provide actionable feedback on skills, standards, and performance.
- Collaborating with multiple departments including Distribution, Operations, and Compliance to align goals and share best practices.
- Using performance data to identify improvement opportunities and recommend targeted actions.
- Facilitating peer-to-peer learning and fostering a continuous improvement mindset.
- Supporting integration projects for new acquisitions and new adviser onboarding.
The Benefits
- £50,000 salary car allowance
- Hybrid working
- Death in Service (4 x annual salary)
- Private Medical Insurance
- Group Income Protection
- Healthcare cash back plan
- Pension above statutory
- Discretionary bonus based on company performance.
- 28 days annual leave rising to 30 days after 2 years’ service.
How to Apply
Applying is quick and straightforward. Simply submit your CV online, and a member of the recruitment team will be in touch to discuss the next steps in the process.
Synonyms
Advice Manager, Advice Team Leader, Financial Advisor, Wealth Manager, Advice Supervisor, Wealth Management Manager, Regional Advice Manager, Advice Practice Manager, Business Analyst, Advice training specialist, Financial Services trainer, Development manager, performance improvement coach.
IFA Manager employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Manager
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in training and adviser development. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in performance improvement and training methodologies within financial services. This knowledge will help you demonstrate your expertise during interviews and show how you can contribute to a high-performance culture.
✨Tip Number 3
Prepare specific examples of how you've successfully improved adviser performance or implemented training programmes in previous roles. Being able to share these experiences will highlight your capability and fit for the role.
✨Tip Number 4
Research the company's recent acquisitions and growth strategies. Understanding their business model and how you can support their goals will give you an edge in discussions and show your genuine interest in the position.
We think you need these skills to ace IFA Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, training, and performance improvement. Use specific examples that demonstrate your ability to shape high-performance cultures and improve processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for adviser development and continuous learning. Mention how your skills align with the company's mission to simplify complex financial advice and enhance client outcomes.
Highlight Relevant Qualifications: Ensure you clearly state your Level 4 Diploma in Financial Advice and any other relevant qualifications. If you have the J07 qualification, make sure to mention it as it is desirable for this role.
Showcase Collaborative Skills: In your application, emphasise your ability to collaborate with various departments. Provide examples of how you've worked with teams to align goals and share best practices in previous roles.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Training Skills
Since the role involves delivering training sessions, be prepared to discuss your previous experience in training and development. Share specific examples of how you've successfully enhanced skills and performance in others.
✨Demonstrate Your Analytical Abilities
The position requires using performance data to identify improvement opportunities. Be ready to talk about how you've used data in the past to drive decisions and improve processes, highlighting any tools or methodologies you are familiar with.
✨Emphasise Collaboration
This role involves working with various departments. Prepare to discuss instances where you've collaborated effectively with different teams, focusing on how you aligned goals and shared best practices to achieve common objectives.
✨Foster a Continuous Improvement Mindset
The company values continuous learning and improvement. Be sure to express your commitment to personal and professional development, and share examples of how you've encouraged this mindset in others, particularly in a financial services context.
