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- Tasks: Lead and develop a team of financial advisers to achieve outstanding client outcomes.
- Company: Dynamic financial planning firm focused on growth and innovation.
- Benefits: Competitive salary, car allowance, hybrid working, and comprehensive benefits package.
- Why this job: Shape the future of a growing advisory team and make a real impact.
- Qualifications: Experience managing financial advisers in a regulated environment is essential.
- Other info: Inclusive culture with opportunities for career progression and personal development.
The predicted salary is between 48000 - 72000 £ 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 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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial advising and think about how your experience aligns with their goals. This will help you stand out as someone who’s not just looking for any job, but is genuinely interested in contributing to their team.
✨Tip Number 3
Showcase your leadership skills! When discussing your past experiences, highlight specific examples of how you’ve successfully managed teams and driven performance. Use metrics where possible to demonstrate your impact – numbers speak volumes!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals who can help shape our advisory teams. Plus, applying directly shows your enthusiasm and commitment to joining us at StudySmarter.
We think you need these skills to ace Financial Adviser Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Adviser Manager role. Highlight your experience managing teams of Financial Advisers and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning.
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 role. Share examples of how you've led teams in high-growth environments and how you can contribute to shaping our advice team.
Showcase Your Leadership Style: In your application, give us a glimpse of your leadership style. We want to know how you support and develop your team, especially in a fast-paced environment. Share any strategies you've used to embed consistent advice standards.
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 shows you’re keen on joining our growing team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Adviser Manager, you’ll need to demonstrate your understanding of financial metrics and performance indicators. Brush up on key figures related to team performance, client satisfaction, and industry benchmarks. This will show that you’re not just a people leader but also someone who understands the financial landscape.
✨Showcase Your Leadership Style
Prepare to discuss your leadership approach and how it aligns with the company’s culture. Think about examples where you've successfully led teams through change or growth. Be ready to share specific strategies you’ve used to support advisers in their development and performance.
✨Understand the Company’s Vision
Research the company’s goals and recent developments. Be prepared to discuss how you can contribute to their growth and help shape the advisory function. Showing that you’re aligned with their vision will set you apart as a candidate who is genuinely interested in the role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions that reflect your interest in the role and the company. Ask about their plans for team expansion, how they measure success, or what challenges they foresee in the coming years. This shows you’re thinking ahead and are serious about making an impact.