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- Tasks: Lead a dynamic team providing expert advice to clients over the phone.
- Company: Join a national wealth management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid working options.
- Why this job: Make a real impact by guiding clients and developing your team.
- Qualifications: Level 4 qualified with experience in financial planning and team management.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 46800 - 78000 £ per year.
I'm recruiting for a national wealth management firm, who are looking for a Desk Based Advice Manager to join their team in Bristol. This role will see you being responsible for the telephone based team that provide desk based advice and support to private and corporate clients.
Responsibilities:
- To lead and develop members of the team.
- Take responsibility for the achievement of sales and service standards.
- To provide operational input and expertise into complex matters or projects as required.
- Provide support to the Chief Commercial Officer, the Heads of Channel, other Senior Management, and the wider management team as required.
- Coach, develop and lead the individual members.
- Perform One to Ones and annual reviews.
- Check the work of team members and provide suitable feedback including call monitoring as appropriate.
- Provide both advice and guidance direct to members.
- Outbound telephone activity to existing and potential new clients.
For you to be a successful candidate:
- Level 4 Qualified.
- Line Management experience of advisory teams.
- Knowledge of the financial planning market including products and services.
- Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.
- 3 year plus experience in an IFA/Wealth Management environment.
If you would like further information please apply and we will be in touch. If this is of interest and you feel you meet the specified criteria, please reach out in confidence to Samantha.durbridge@idexconsulting.com.
Adviser Manager in Bristol employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Manager in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Desk Based Advice Manager role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of FCA rules and financial products. We want you to be able to showcase your expertise and confidence when discussing complex matters with potential employers.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for a smoother process! We’ve got all the resources you need to make your application stand out, and it’s the best way to ensure your CV lands in the right hands.
We think you need these skills to ace Adviser Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Desk Based Advice Manager role. Highlight your line management experience and any relevant qualifications, like your Level 4 certification. We want to see how your background fits with our needs!
Showcase Your Skills: In your application, don’t just list your skills—show us how you’ve used them! Whether it’s leading a team or providing complex advice, give us examples that demonstrate your expertise in the financial planning market.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your key achievements and experiences stand out without unnecessary fluff.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It helps us keep track of applications and ensures you’re considered for the Desk Based Advice Manager position!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning market and FCA rules. Being able to discuss these confidently will show that you're not just qualified, but also genuinely interested in the industry.
✨Showcase Your Leadership Skills
As a Desk Based Advice Manager, you'll be leading a team. Prepare examples of how you've successfully managed and developed teams in the past. Think about specific situations where your coaching made a difference.
✨Practice Your Communication
Since this role involves a lot of telephone-based advice, practice articulating your thoughts clearly and concisely. You might even want to do mock calls with a friend to get comfortable with the format.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the company culture, team dynamics, and expectations for the role. This shows that you're engaged and serious about finding the right fit for both you and the company.