At a Glance
- Tasks: Lead and support a team of Financial Advisers to drive performance and growth.
- Company: Dynamic and ambitious Financial Planning firm with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, and excellent long-term progression opportunities.
- Other info: Join a supportive team focused on growth and development.
- Why this job: Make a real impact on adviser performance and client relationships in a leadership role.
- Qualifications: Experience in Financial Planning and strong leadership skills required.
The predicted salary is between 65000 - 65000 £ per year.
NJR Recruitment are delighted to be working with a growing and highly successful Financial Planning firm who are looking to recruit an experienced Adviser Manager to lead and support a team of Financial Advisers. This is an excellent opportunity for an experienced Financial Planning professional with strong leadership skills to take on a key management role within a dynamic and ambitious business. You will be responsible for overseeing the day-to-day performance, development and activity of a team of approximately 12 Advisers, helping to drive both client outcomes and business growth. The business offers a supportive and collaborative culture alongside genuine long-term progression opportunities.
The Role
As Adviser Manager, you will work closely with senior leadership to support the ongoing growth and performance of the advisory team. Key responsibilities will include:
- Managing, mentoring and supporting a team of approximately 12 Financial Advisers
- Driving performance across client servicing, business development and revenue generation
- Encouraging advisers to maximise opportunities within existing and prospective client relationships
- Conducting regular performance reviews, coaching sessions and development meetings
- Supporting advisers with complex client cases and technical guidance where required
- Monitoring pipeline activity, adviser productivity and business levels
- Working closely with compliance and operational teams to maintain high advice standards
- Supporting recruitment, onboarding and ongoing development of Advisers
- Helping to create a positive, collaborative and high‑performing team culture
About You
- Previous experience within a Financial Planning / Wealth Management environment
- Proven experience managing or mentoring Financial Advisers
- Strong understanding of holistic financial planning and regulated advice
- Commercially aware with the ability to drive team performance and growth
- Excellent communication and leadership skills
- Motivated, supportive and people‑focused approach
- Able to balance performance management with maintaining excellent client outcomes
- Minimum level 4 diploma qualified
What’s on Offer
- Competitive basic salary depending on experience
- Performance‑related bonus structure
- Opportunity to join a growing and ambitious Financial Planning firm
- Strong long‑term progression opportunities
- Supportive and collaborative leadership team
- Excellent benefits package
This is a fantastic opportunity for an experienced Financial Planning professional looking to step into a senior leadership role where they can make a genuine impact on adviser performance, client relationships and business growth.
Adviser Manager in Harrogate employer: NJR Recruitment
Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.
