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- Tasks: Coach 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: Flexible location with opportunities for travel and career growth.
- Why this job: Make a real impact on adviser performance and help shape the future of financial advice.
- Qualifications: Level 4 Diploma in Financial Planning and experience in coaching or training advisers.
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 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.
Your work will be varied and will 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 role 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.
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 job.
Financial Adviser Performance Coach in South Cave 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 South Cave
✨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 by practising common coaching scenarios. Think about how you'd handle different adviser situations and be ready to showcase your coaching style. We want to see your passion for adviser development shine through!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for roles that excite you, especially those that emphasise adviser growth and high-quality advice. Tailor your approach to fit their culture!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share a brief insight from your conversation that reinforces your fit for the Financial Adviser Performance Coach role.
We think you need these skills to ace Financial Adviser Performance Coach in South Cave
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial advice and coaching. 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 Skills: In your application, emphasise any previous experience you have in delivering training or coaching. We’re looking for someone who can genuinely improve advice quality, so share specific examples of how you've helped others develop their skills.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary to make your key achievements stand out!
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 to join our team at StudySmarter!
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 advice 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 genuinely 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 one-on-one sessions or group training, having specific anecdotes ready will demonstrate your ability to improve adviser performance effectively.
✨Understand the Company Culture
Research the company’s focus on adviser development and continuous improvement. Tailor your responses to reflect how your values align with theirs, and be ready to discuss how you can contribute to their growth initiatives.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company's future plans for adviser development. This not only shows your interest but also gives you a chance to assess if this is the right fit for you.