At a Glance
- Tasks: Coach Financial Advisers to enhance their skills and deliver top-notch advice.
- Company: Join a growing financial planning firm that values adviser development.
- Benefits: Competitive salary, remote work, generous holiday, and professional growth opportunities.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Make a real impact by shaping adviser performance and quality of advice.
- Qualifications: Level 4 Diploma in Financial Planning and experience in coaching or training.
The predicted salary is between 50000 - 60000 £ per year.
If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career.
In this Financial Adviser Performance Coach role, you will work closely with Financial Planners across the business, supporting them to deliver consistently high quality advice through practical coaching, training and development. Rather than acting as a compliance sign off, you will focus on helping their Planners do things right first time by building confidence, consistency and capability. This is a people led position and suits someone who enjoys presenting, influencing and developing experienced professionals.
As a Financial Adviser Performance Coach, your work will be varied and will include one to one coaching, group sessions, onboarding support and involvement in wider adviser improvement initiatives as the business continues to grow.
Typical responsibilities include:
- Delivering one to one and group coaching sessions, virtually and face to face
- Supporting adviser induction and ongoing professional development
- Reviewing performance trends and identifying development priorities
- Working collaboratively with internal teams to promote consistent advice standards
- Contributing to projects linked to adviser growth, change and improvement
This Financial Adviser Performance Coach job offers genuine visibility, influence and the opportunity to shape adviser performance across the business.
Financial Adviser Performance Coach Requirements
Essential
- Level 4 Diploma in Financial Planning or equivalent
- Experience in financial advice, wealth management, adviser development or T and C
- Strong understanding of FCA regulatory expectations
- Proven experience delivering training or coaching to advisers
Desirable
- Chartered status or working towards this J07 qualification
- Experience supporting multi site or growing advice teams
The Company: You will be joining a well established and growing financial planning organisation with a strong focus on adviser development, high advice standards and continuous improvement. The business has a collaborative culture and places real value on developing its people.
Financial Adviser Performance Coach Benefits
- Salary £50,000 to £60,000 depending on experience
- £5,000 car allowance
- Remote working with need for travel
- 28 days holiday plus bank holidays, rising with service
- Private medical insurance, income protection, life assurance and pension
- Discretionary bonus scheme
- Ongoing professional development support
Location: Candidates can be based anywhere across Central or South England, with regional travel required as part of the role. If you are passionate about adviser development and want a role where your impact is visible, apply now for this Financial Adviser Performance Coach job.
Financial Adviser Performance Coach in Bridgnorth employer: Premier Jobs UK Limited
Join a well-established and growing financial planning organisation that prioritises adviser development and high advice standards. With a collaborative culture, this company offers excellent benefits including a competitive salary, remote working flexibility, and ongoing professional development opportunities, making it an ideal employer for those passionate about shaping the future of financial advice in Central and South England.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser Performance Coach in Bridgnorth
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice sector. Attend industry events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that Financial Adviser Performance Coach role.
✨Tip Number 2
Show off your coaching skills! Prepare to demonstrate your ability to influence and develop others during interviews. Think about real-life examples where you've helped advisers improve their performance – this will really make you stand out.
✨Tip Number 3
Research the company culture! Understand what makes the organisation tick and how they value adviser development. Tailor your conversations to show how your values align with theirs – it’ll help you connect on a deeper level.
✨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.
We think you need these skills to ace Financial Adviser Performance Coach in Bridgnorth
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in coaching and financial advice. We want to see how your skills align with the role of a Financial Adviser Performance Coach, so don’t hold back on showcasing your relevant achievements!
Showcase Your Coaching Style:In your application, give us a glimpse of your coaching philosophy. Share examples of how you've helped advisers improve their performance and confidence. We love seeing real-life stories that demonstrate your impact!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us quickly understand why you’re the right fit for the role.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be good to go!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and FCA regulations. Being able to discuss these confidently will show that you're not just a coach, but someone who truly understands the landscape.
✨Showcase Your Coaching Style
Prepare to share examples of how you've successfully coached others in the past. Whether it's through one-on-one sessions or group training, demonstrating your approach will help them see how you can add value to their team.
✨Be People-Focused
Since this role is all about developing people, be ready to talk about your experience in building relationships with advisers. Highlight your ability to influence and inspire confidence in others during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about their coaching culture and development initiatives. This shows your genuine interest in the role and helps you understand how you can fit into their vision for adviser improvement.
