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- Tasks: Coach and develop Financial Advisers to enhance their skills and improve 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.
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
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.
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 Seaford 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 Performance Coach in Seaford
✨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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its coaching culture, and think about how your experience aligns with their goals. Practise your responses to common questions, especially around coaching and adviser development.
✨Tip Number 3
Showcase your skills! During interviews, share specific examples of how you've helped advisers improve their performance. Use metrics if you can – numbers speak volumes and show your impact!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team and contributing to adviser development.
We think you need these skills to ace Financial Adviser Performance Coach in Seaford
Some tips for your application 🫡
Show Your Coaching Skills: Make sure to highlight your experience in coaching and training. We want to see how you've helped others improve their performance, so share specific examples that demonstrate your ability to influence and develop professionals.
Tailor Your Application: Don’t just send a generic application! We love it when candidates take the time to tailor their CV and cover letter to our job description. Mention how your skills align with the responsibilities of the Financial Adviser Performance Coach role.
Be Personable: Since this is a people-led position, let your personality shine through in your application. We’re looking for someone who enjoys presenting and engaging with others, so don’t be afraid to show us your enthusiasm for coaching!
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 serious about joining our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the FCA regulatory expectations. Being able to discuss these topics confidently will show that you're not just familiar with the industry, but that you also understand the nuances of the role.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached or trained others in the past. Whether it's through one-to-one sessions or group training, be ready to share specific instances where your coaching made a tangible difference in performance.
✨Understand the Company Culture
Research the company’s values and culture. Since this role is all about collaboration and adviser development, think about how your personal values align with theirs and be prepared to discuss this during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their current adviser improvement initiatives or how they measure success in coaching. This shows that you're genuinely interested in contributing to their goals.