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- Tasks: Coach Financial Advisers to enhance their skills and deliver top-notch advice.
- 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 coaching or training.
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.
This is a people led position and suits someone who enjoys presenting, influencing and developing experienced professionals. 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 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 job.
Financial Adviser Performance Coach in Cardiff employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Performance Coach in Cardiff
✨Tip Number 1
Network like a pro! Get out there and connect with Financial Advisers and industry professionals. Attend events, webinars, or even local meet-ups to build relationships that could lead to job opportunities.
✨Tip Number 2
Show off your coaching skills! Prepare a mini coaching session or presentation that highlights your ability to improve performance. This will not only demonstrate your expertise but also give potential employers a taste of what you can bring to the table.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to share insights on adviser development and engage with relevant content. This will help you establish yourself as a thought leader in the field and attract the right attention from recruiters.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Financial Adviser Performance Coach in Cardiff
Some tips for your application 🫡
Show Your Passion for Coaching: When you're writing your application, let your enthusiasm for coaching shine through! We want to see how you can help Financial Advisers improve their game and deliver top-notch advice. Share specific examples of how you've made a difference in previous roles.
Tailor Your Experience: Make sure to highlight your relevant experience in financial advice and adviser development. We’re looking for someone who understands the FCA regulatory expectations, so don’t forget to mention any qualifications or training you've delivered that align with this role.
Be Personable: Since this is a people-led position, it’s important to convey your ability to connect with others. Use a friendly tone in your application and share stories that demonstrate your skills in presenting, influencing, and developing professionals.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and FCA regulations. Being able to discuss these confidently will show that you're not just a coach, but someone who truly understands the landscape.
✨Showcase Your Coaching Style
Prepare to share examples of your coaching experiences. Whether it’s one-on-one sessions or group training, be ready to discuss how you've helped advisers improve their performance and confidence.
✨Engage with Their Culture
Research the company’s values and culture. During the interview, highlight how your approach to adviser development aligns with their focus on collaboration and continuous improvement.
✨Ask Insightful Questions
Prepare thoughtful questions about their current adviser development initiatives and how you can contribute. This shows your genuine interest in the role and helps you understand how you can make an impact.