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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 60000 - 80000 £ 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 employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Manager
✨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 to potential employers. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly, especially their client-first culture and tech capabilities. Think about how your experience aligns with their values and be ready to share specific examples of your leadership and advisory skills.
✨Tip Number 3
Showcase your expertise! If you have insights on the latest trends in financial planning or FCA regulations, bring them up during conversations. This will demonstrate your knowledge and passion for the industry, making you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand. Let’s get you that Adviser Manager role!
We think you need these skills to ace Financial Adviser Manager
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 wealth management and any leadership roles you've held. We want to see how your skills align with our client-first culture!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our team. Be sure to mention your knowledge of FCA rules and your approach to coaching and developing others.
Showcase Your Achievements: Don’t just list your responsibilities; show us what you’ve achieved! Whether it’s hitting sales targets or successfully leading a team, we love to see quantifiable results that demonstrate your impact in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 upskill advisors effectively.
✨Understand the Tech Landscape
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 client relationships and support your team. This shows you're not just about traditional methods but are also forward-thinking.
✨Align with Their Values
Research the company's commitment to diversity, equity, and inclusion. Be prepared to discuss how you can contribute to this mission within your role. Showing that you resonate with their values will set you apart as a candidate who fits into their culture.