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- Tasks: Lead and develop a team of financial advisers to achieve outstanding client outcomes.
- Company: A modern, growth-focused financial planning and wealth management business.
- Benefits: Competitive salary, car allowance, hybrid working, and additional company perks.
- Why this job: Shape the future of a growing advisory function and drive performance in a dynamic environment.
- Qualifications: Experience managing financial advisers and a Level 4 Diploma in Regulated Financial Planning.
- Other info: Inclusive culture that values new ideas and offers clear career progression.
The predicted salary is between 48000 - 64000 £ per year.
Are you an experienced people leader in financial planning, looking for an Adviser Manager job where you can genuinely shape how an advice team grows and performs? If you enjoy working with strong personalities and building structure in a fast-moving environment, this could be ideal.
In this role, you'll take responsibility for a growing team of advisers (c.10-12 initially, rising to around 15-16, with a maximum of 20), supporting them through onboarding, development and ongoing performance. You'll help embed consistent advice standards, simplify processes and ensure their Financial Advisers have the clarity and support they need to deliver great client outcomes. You'll work closely with senior management and support functions, balancing the historic ways IFAs are used to working with a more scalable and consistent operating model.
This is a great opportunity for someone who wants to influence how a sizeable advisory function is run over the coming years, with clear scope to progress as the team and structure expand.
Adviser Manager Requirements- Proven experience managing Financial Advisers in a UK regulated environment (Essential)
- Level 4 Diploma in Regulated Financial Planning or equivalent (Essential)
- Experience leading teams of c.10+ advisers, ideally across multiple locations (Essential)
- Background in high-growth, change or integration environments (Desirable)
- Good knowledge of industry-standard financial planning and CRM systems (Desirable)
A modern, growth-focused financial planning and wealth management business, expanding rapidly through both organic growth and acquisitions. The culture is inclusive, collaborative and open to new ideas, suited to someone who enjoys building and improving rather than maintaining the status quo.
Adviser Manager Benefits- Basic salary: £60,000 - £80,000 (depending on experience and qualifications)
- OTE range: £80,000 - £100,000
- Car allowance: £7,500 per annum
- Plus other company benefits including pension, PHI etc.
- Hybrid working with regional travel to meet advisers and attend internal meetings
Ideally suited to candidates within approximately 50 miles of Bristol. However, all parts of the UK may be considered for strong candidates willing to travel.
If you're looking for a leadership role where you can support advisers, drive performance and contribute to the future shape of a growing advice business, we encourage you to apply today.
Financial Adviser Manager in Bath employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Manager in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. We want you to walk in feeling confident and ready to impress!
✨Tip Number 3
Showcase your leadership skills! When discussing your past experiences, highlight how you've successfully managed teams and driven performance. We want to see that you can lead a growing team of advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can contribute to shaping our advice team!
We think you need these skills to ace Financial Adviser Manager in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Adviser Manager role. Highlight your experience managing Financial Advisers and any relevant qualifications. We want to see how your background aligns with what we're looking for!
Showcase Leadership Skills: In your application, emphasise your leadership experience, especially in high-growth or change environments. We love seeing examples of how you've supported teams and driven performance, so don’t hold back!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the good stuff!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Adviser Manager, it's crucial to be well-versed in financial metrics and performance indicators. Brush up on key figures related to your previous teams' performance, such as client satisfaction scores and adviser retention rates. This will not only show your expertise but also demonstrate your ability to drive results.
✨Showcase Your Leadership Style
Prepare to discuss your leadership approach and how you've successfully managed teams of advisers in the past. Think about specific examples where you’ve influenced team dynamics or improved performance. This is your chance to highlight your experience in high-growth environments and how you can bring that to the table.
✨Understand the Company Culture
Research the company’s culture and values before the interview. Since they emphasise inclusivity and collaboration, think of examples from your past where you’ve fostered a similar environment. Being able to align your experiences with their culture will make you a more attractive candidate.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with insightful questions. Ask about their vision for the advisory team’s growth or how they measure success in this role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
