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- Tasks: Lead a dynamic team of Financial Advisers and drive commercial success.
- Company: Join a nationally recognised independent financial planning firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, flexible working, and a comprehensive benefits package.
- Why this job: Make a real impact by coaching and developing Advisers to achieve their best.
- Qualifications: Management experience in Financial Planning and a Level 4 Diploma required.
- Other info: Hybrid role with excellent career growth opportunities and regular social events.
The predicted salary is between 48000 - 64000 £ per year.
This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm. You will be responsible for managing a central team of Financial Advisers who provide advice remotely to clients. The team is a blend of developing and highly experienced Advisers, and you will focus on driving commercial results while maintaining excellent client outcomes.
Your role will centre on coaching, developing and supporting Advisers to meet and exceed their targets, identify new opportunities, and maintain high standards of advice quality and compliance. This will involve regular one to ones, call coaching, performance reviews, training sessions and group workshops. You will also play a key part in bringing new Advisers into the team, supporting their onboarding and development so they are confident, competent and productive as quickly as possible.
This is a hybrid leadership role where you will spend three days per week in their Bromsgrove office with the team, with the remaining time working from home.
Adviser Development Manager Requirements- Essential - Existing management experience within a Financial Planning or Wealth Management environment, leading Financial Advisers or Planners
- Essential - Level 4 Diploma in Financial Planning or equivalent
- Essential - Proven experience of Adviser supervision, performance management and T and C oversight
- Essential - Comfortable working in a target driven environment and using MI to drive performance
- Desirable - Background of working with a central or desk based advice team
This is a well established, national independent financial planning firm with a strong track record of growth through both organic development and acquisition. They offer robust central support, modern systems and a collaborative culture, providing a strong platform for both advisers and managers to succeed.
Adviser Development Manager Benefits- Salary circa £60,000 to £80,000 depending on experience
- Car allowance of £4,800 per annum
- OTE in the region of £80,000 to £120,000
- Comprehensive benefits package including flexible working, option to buy and sell holiday, birthday off, contributory pension, DIS, discretionary annual bonus, cashback and healthcare benefits and regular social events
- Hybrid working with three days per week in Bromsgrove and the remainder from home
Hybrid role with three days per week in Bromsgrove. Ideal for candidates within a reasonable commute of Bromsgrove, Worcestershire and the wider West Midlands area.
If this Adviser Development Manager opportunity sounds of interest, click apply today.
IFA Development Manager in Worcester employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Development Manager in Worcester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is often the golden ticket to landing that interview.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show them you’re not just another candidate, but someone who genuinely fits into their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on showcasing your management experience and how you've driven results in previous roles – that's what they'll want to hear!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role and highlighting a key point from your conversation can keep you fresh in their minds. Plus, it shows your enthusiasm and professionalism.
We think you need these skills to ace IFA Development Manager in Worcester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Development Manager role. Highlight your management experience in financial planning and any relevant qualifications. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about leading a desk-based advice team and how you can drive results. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage and develop advisers. Numbers speak volumes, so if you've improved performance or client satisfaction, let us know!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
Make sure you’re familiar with key performance indicators and metrics relevant to the financial planning industry. Being able to discuss how you've used MI to drive performance in your previous roles will show that you understand the target-driven environment.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached and developed advisers or team members in the past. Highlight specific instances where your guidance led to improved performance or client outcomes, as this is crucial for the role.
✨Understand the Company Culture
Research the firm’s values and culture. Be ready to discuss how your management style aligns with their collaborative approach. This will demonstrate that you’re not just a fit for the role, but also for the company as a whole.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, onboarding processes for new advisers, and how success is measured within the firm. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.