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For Companies At a Glance
- Tasks: Lead and develop Independent Financial Advisers, driving performance and ensuring high-quality advice.
- Company: Established national wealth management firm focused on adviser success.
- Benefits: Earn up to £120,000, enjoy flexible working, and access health and wellbeing support.
- Why this job: Make a real impact in a leadership role with genuine influence over adviser performance.
- Qualifications: Experience in leading adviser teams and strong knowledge of FCA regulations required.
- Other info: Opportunity for career growth and shaping adviser performance in a supportive environment.
The predicted salary is between 72000 - 168000 £ per year.
A well-established, national wealth management firm is continuing to invest in the performance, quality, and long-term sustainability of its adviser population. As part of this focus, they are seeking an experienced Regional Adviser Manager to lead and develop a cohort of Independent Financial Advisers across the Midlands. This is a senior leadership role with genuine influence over adviser performance, retention, and professional standards. You will sit at the intersection of commercial performance and advice governance, ensuring advisers are supported to grow sustainable businesses while delivering high-quality, compliant financial planning. This is not a client-facing advice role. It is a leadership position focused on outcomes, standards, and long-term adviser success.
The role
You will take responsibility for a regionally aligned group of Independent Financial Advisers, providing leadership, challenge, and support across performance, conduct, and client outcomes.
Key responsibilities
- Driving sustainable, organic revenue growth across the regional adviser population
- Improving adviser retention through proactive engagement and early identification of risk
- Ensuring advisers consistently deliver high-quality, holistic advice aligned with FCA expectations and Consumer Duty
- Holding advisers accountable to agreed KPIs, including client engagement, annual review activity, and business planning
- Reviewing adviser performance data, complaints, breaches, and client feedback, implementing meaningful improvements
- Balancing regulatory discipline with commercial enablement
- Acting as a visible regional leader, reinforcing professional standards, behaviours, and culture
What success looks like
- Strong adviser engagement and retention across the region
- Consistent advice quality and positive client outcomes
- Sustainable revenue growth driven through adviser performance
- Clear, well-executed adviser business plans
- Reduced conduct risk through early, effective intervention
About you
This role will suit an experienced adviser manager or senior sales leader within financial services who has the credibility to influence experienced advisers.
- Proven experience leading and developing adviser or sales teams
- Strong working knowledge of FCA regulation, Consumer Duty, and advice governance
- Confidence working with performance data to drive outcomes
- Experience balancing performance management with adviser support and retention
- Level 4 Diploma qualification (or equivalent) and ability to maintain SPS
- A clear, confident communication style with authority and gravitas
The opportunity
This firm offers the scale, infrastructure, and long-term strategy to make this role genuinely impactful. You will work closely with senior stakeholders and be trusted to shape adviser performance rather than simply monitor it. Earning potential up to £120,000 is offered, flexible/remote working, pension, health and wellbeing support, and structured development.
Interested? If you’re an experienced adviser leader looking for a role with real influence and long-term scope, this is a confidential opportunity worth exploring. Apply to register your interest or request further details.
Regional Adviser Manager in Bromsgrove employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Adviser Manager in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your experience as a Regional Adviser Manager. This will help you showcase your fit for the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your leadership style and experience can drive adviser performance and retention. Highlight specific examples that demonstrate your ability to improve outcomes and standards.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Regional Adviser Manager in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Regional Adviser Manager. Highlight your experience in leading adviser teams and your knowledge of FCA regulations. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this leadership position. Share specific examples of how you've driven adviser performance and retention in the past.
Showcase Your Data Skills: Since this role involves working with performance data, don’t forget to mention your experience in analysing data to drive outcomes. We love seeing candidates who can balance numbers with effective adviser support!
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 get you on our radar quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
As a Regional Adviser Manager, you'll need to be comfortable with performance data. Brush up on key metrics related to adviser performance, retention rates, and revenue growth. Being able to discuss these figures confidently will show your analytical skills and understanding of the role.
✨Demonstrate Leadership Skills
This position is all about leading and developing advisers. Prepare examples from your past experiences where you've successfully led teams or improved performance. Highlight your ability to balance support with accountability, as this is crucial for the role.
✨Understand FCA Regulations
Familiarise yourself with FCA regulations and Consumer Duty principles. Be ready to discuss how you would ensure compliance while driving adviser performance. Showing that you can navigate regulatory frameworks while supporting advisers will set you apart.
✨Engage with the Company Culture
Research the company's values and culture. During the interview, express how your leadership style aligns with their mission of adviser success and client outcomes. This will demonstrate that you're not just a fit for the role, but also for the company as a whole.
