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- Tasks: Lead and develop a dynamic advisory team, providing support and guidance to clients.
- Company: A leading wealth management firm with a client-first culture and strong growth.
- Benefits: Hybrid working, competitive salary, and opportunities for professional development.
- Other info: Join a diverse and inclusive company committed to your growth.
- Why this job: Make a real impact in a supportive environment while managing a talented team.
- Qualifications: Level 4 Qualified with experience in financial planning and management.
The predicted salary is between 55000 - 65000 £ per year.
I'm representing a leading wealth management business who are looking to appoint an Adviser Manager within their Bristol team. This firm is a well‑established, Bristol‑based financial planning and wealth management business with a strong growth story and a genuinely client‑first culture. Part of the wider group, they advise over 13,000 clients and manage £3bn+ in assets, giving them solid scale without losing that boutique feel. What makes them stand out is their blend of in‑house capability and tech - including their own investment platform so advisers have more control, flexibility, and support when delivering tailored solutions. They've been expanding rapidly through acquisitions, but with a clear focus on maintaining client relationships and supporting advisers rather than disrupting them.
This role will see you being responsible for the telephone based team that provide desk based advice and support to private and corporate clients. This is a hybrid/ flexible role - ideally 2-3 days per week in their office in Bristol.
Responsibilities- To lead and develop members of the advisory team across Bristol
- Take responsibility for the achievement of sales and service standards
- Upskill advisors
- 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 providing suitable feedback including call monitoring as appropriate.
- Provide both advice and guidance direct to members.
- Level 4 Qualified - preference to Chartered
- 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.
- Prior experience in an IFA/Wealth Management/management environment.
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Adviser Manager in England employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Manager in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company’s culture and values, especially their client-first approach. Be ready to discuss how your experience aligns with their mission and how you can contribute to their growth story.
✨Tip Number 3
Showcase your skills! If you’ve got experience in coaching or developing teams, make sure to highlight that. Use specific examples of how you’ve upskilled advisors or improved service standards in previous roles.
✨Tip Number 4
Apply through our website! We’re all about making the application process smooth and straightforward. Plus, it shows you’re genuinely interested in joining our team and contributing to our client-first culture.
We think you need these skills to ace Financial Adviser Manager in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Adviser Manager. Highlight your experience in leading teams and your knowledge of the financial planning market. We want to see how you can bring that client-first culture to life!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your skills align with our values. Don’t forget to mention your understanding of FCA rules and your previous management experience.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to lead and develop advisory teams. Numbers speak volumes, so if you've hit sales targets or improved service standards, let us know!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Financial Adviser Manager, it's crucial to be well-versed in the financial planning market. Brush up on key metrics related to wealth management, such as client retention rates and asset growth figures. This will not only show your expertise but also demonstrate your commitment to the firm's client-first culture.
✨Showcase Your Leadership Skills
Since you'll be leading a team, prepare examples of how you've successfully developed and coached team members in the past. Think about specific situations where you provided feedback or guidance that led to improved performance. This will highlight your ability to inspire and manage effectively.
✨Understand the Tech
Familiarise yourself with the technology used in wealth management, especially if the firm has its own investment platform. Be ready to discuss how you can leverage tech to enhance advisory services and improve client relationships. This shows you're not just about traditional methods but are also forward-thinking.
✨Align with Their Values
Research the company's diversity, equity, and inclusion mission. Be prepared to discuss how you can contribute to creating an inclusive environment. This will resonate well with the interviewers and show that you share their values, making you a more attractive candidate.