At a Glance
- Tasks: Coach and develop Financial Advisers to enhance their skills and advice quality.
- Company: Join a growing financial planning organisation focused on adviser development.
- Benefits: Competitive salary, remote work, generous holiday, and professional development support.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Make a real impact by shaping adviser performance and fostering growth.
- Qualifications: Level 4 Diploma in Financial Planning and experience in financial advice or coaching.
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 Brockley employer: Premier Jobs UK Limited
Join a well-established 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 Brockley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector and let them know you're on the lookout for a Financial Adviser Performance Coach role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Show off your coaching skills! Prepare a short presentation or workshop that showcases your ability to develop advisers. This could be a great way to demonstrate your expertise and passion for adviser development during interviews or networking events.
✨Tip Number 3
Stay updated on industry trends! Keep an eye on the latest developments in financial planning and regulatory expectations. This knowledge will not only help you in interviews but also show potential employers that you're committed to continuous improvement.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to make a difference in adviser performance. Make sure to tailor your application to highlight your coaching experience and how you can contribute to our collaborative culture.
We think you need these skills to ace Financial Adviser Performance Coach in Brockley
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:Keep your application straightforward and to the point. Use bullet points where possible to make it easy for us to read. We appreciate clarity, especially when it comes to your qualifications and experience!
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 directly 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 Stuff
Make sure you have a solid understanding of financial advice and the FCA regulatory expectations. Brush up on your Level 4 Diploma in Financial Planning or equivalent, as well as any relevant experience you've had in adviser development. This will show that you're not just familiar with the role but genuinely passionate about it.
✨Showcase Your Coaching Skills
Prepare to discuss specific examples of how you've successfully coached or trained advisers in the past. Think about one-to-one sessions or group training you've led, and be ready to explain how you helped improve their performance. This is a people-led position, so demonstrating your ability to influence and develop others is key.
✨Be Collaborative
Since this role involves working closely with internal teams, highlight your experience in collaboration. Share examples of how you've worked with others to promote consistent advice standards or contributed to adviser improvement initiatives. This will show that you can thrive in a team-oriented environment.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the company's approach to adviser development or how they measure success in coaching. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals.
