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- Tasks: Lead and develop a team of financial advisers to achieve outstanding client outcomes.
- Company: A modern, growth-focused financial planning and wealth management business.
- Benefits: Competitive salary, car allowance, hybrid working, and additional company perks.
- Why this job: Shape the future of a growing advisory function and influence team performance.
- Qualifications: Experience managing financial advisers in a regulated environment and Level 4 Diploma.
- Other info: Inclusive culture that values innovation and offers clear career progression.
The predicted salary is between 60000 - 80000 £ 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)
The Company
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
Location
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 in Bristol employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Manager in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Adviser Manager role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to team management and financial planning. We suggest doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your leadership style! When you get the chance to meet potential employers, share specific examples of how you've successfully managed teams in the past. We want to see how you can bring that experience to our growing advisory function.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can contribute to our inclusive and collaborative culture.
We think you need these skills to ace Financial Adviser Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Adviser Manager role. Highlight your experience managing Financial Advisers and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning. 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 team of advisers and how you can contribute to our growth. Be sure to mention any experience in high-growth or change environments, as that’s something we value.
Showcase Your Leadership Style: In your application, give us a glimpse of your leadership style. We’re interested in how you support and develop your team, especially in a fast-moving environment. Share examples of how you've built structure and clarity for your advisers in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Premier Jobs UK
✨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 outcomes, and industry standards. Being able to discuss these confidently will show that you’re not just a people leader but also a numbers person.
✨Showcase Your Leadership Style
Prepare to talk about your leadership approach and how it aligns with the company’s culture. Think of specific examples where you’ve successfully led teams through change or growth. Highlight your ability to support advisers in their development and how you’ve embedded consistent advice standards in previous roles.
✨Understand the Company’s Vision
Research the company’s goals and recent developments. Be ready to discuss how you can contribute to their growth and help shape the advisory function. This shows that you’re genuinely interested in the role and have thought about how you can make a positive impact.
✨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 scaling the advisory team or how they envision the integration of new advisers. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
