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- Tasks: Lead and support financial planning teams to enhance client experiences and streamline service delivery.
- Company: Join a dynamic financial services firm focused on delivering exceptional advice and support.
- Benefits: Enjoy professional development opportunities, a collaborative culture, and potential for remote work.
- Why this job: Be part of a team that values operational excellence and client satisfaction in a fast-paced environment.
- Qualifications: 3-5 years in paraplanning or client services with strong leadership and communication skills required.
- Other info: Ideal for strategic thinkers passionate about developing high-performing teams in financial planning.
The predicted salary is between 43200 - 72000 £ per year.
We are seeking experienced, organised, and driven Advice Delivery Managers (ADMs) to join our Financial Planning Pods in various locations. In this role, you will work closely with the Pod Advisers, Regional Directors, the Training and People teams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice.
What will I be doing?
- Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure.
- An ADM may have responsibility for the delivery of advice within more than one Pod depending on business requirements, and the size of the pods at that time.
- Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation.
- Work to provide clients with the highest level of service, by supporting Advisers so that they have more time with their clients.
- Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence.
- Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards.
- Proactively provide regular updates to the Pod Leader on team performance and capacity.
- Ensure full accountability for team structure, service delivery, and Adviser support functions.
- Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively.
- Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme.
- Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners.
- Ensure team members understand their core duties, expectations, and service delivery requirements.
- Act as a first point of contact for any team issues or escalations.
- Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations.
- Work closely with the People and Training teams to drive ongoing professional development for team members.
- Act as the key leadership figure within the Pod for Adviser support functions.
What skills and experience do I need to have?
- Strong operational oversight with expertise in financial planning, paraplanning, and client support.
- Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes.
- Proven leadership and team management within financial services, ensuring efficiency and service excellence.
- Minimum of 3-5 years experience in paraplanning or client services.
- Excellent stakeholder management, collaborating with leadership, training, and support teams.
- Strategic and organised, able to manage multiple priorities in a fast-paced environment.
- Strong attention to detail, ensuring accuracy and consistency in all processes.
- Excellent communication skills with a client-focused approach to enhance Adviser and client experiences.
- Familiarity with FCA regulations and compliance standards within financial advice firms.
This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support.
What type of person would work best in this role?
- Strategic thinker with extensive experience in Paraplanning, Client Services, and Financial Planning.
- Competent, approachable leader focused on excellence in client experience.
- Thrives in a busy environment, managing deadlines while staying calm.
- Strong attention to detail with a focus on accuracy and clear communication.
- Excellent verbal and written communication, including proofreading and grammar skills.
- Proactive approach to solving operational challenges.
Advice Delivery Manager employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Delivery Manager
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning and paraplanning. This knowledge will not only help you stand out during discussions but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience as Advice Delivery Managers or similar roles. Engaging in conversations can provide valuable insights and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved operational efficiency or team performance in previous roles. Being able to articulate your achievements will showcase your leadership skills and strategic thinking.
✨Tip Number 4
Demonstrate your client-focused approach by preparing scenarios where you've enhanced client experiences. This will highlight your understanding of the role's requirements and your ability to support Advisers effectively.
We think you need these skills to ace Advice Delivery Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, paraplanning, and client services. Use specific examples that demonstrate your leadership skills and operational oversight.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for enhancing client experiences and your ability to drive operational efficiencies. Mention how your background aligns with the responsibilities of the Advice Delivery Manager role.
Highlight Relevant Skills: In your application, emphasise your strong attention to detail, stakeholder management abilities, and familiarity with FCA regulations. These are key skills that the company is looking for.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any grammatical errors or typos. Clear communication is essential, and a polished application reflects your attention to detail.
How to prepare for a job interview at Nelson Scott
✨Showcase Your Leadership Skills
As an Advice Delivery Manager, you'll need to demonstrate your leadership capabilities. Prepare examples of how you've successfully managed teams in the past, focusing on how you enhanced performance and service delivery.
✨Understand Financial Planning Fundamentals
Make sure you're well-versed in financial planning, paraplanning, and client support. Brush up on relevant FCA regulations and compliance standards, as these will likely come up during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage multiple priorities. Think of specific scenarios where you've had to overcome challenges in a fast-paced environment and be ready to discuss them.
✨Emphasise Communication Skills
Excellent communication is key in this role. Be prepared to discuss how you've effectively communicated with stakeholders and team members in the past, and how you ensure clarity and accuracy in your communications.
