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- Tasks: Lead a team of Wealth Advisers to enhance client experiences and drive performance.
- Company: Join a leading financial planning firm in Central London, focused on high-net-worth clients.
- Benefits: Enjoy a salary up to £90,000, hybrid working, 24 days holiday, and health perks.
- Why this job: Be part of a dynamic team that values growth, accountability, and exceptional client service.
- Qualifications: Must have Level 6 qualification and 8+ years in financial advice or wealth management.
- Other info: Opportunity for professional development and a vibrant company culture with social events.
The predicted salary is between 72000 - 108000 £ per year.
2 days ago Be among the first 25 applicants
This range is provided by Recruit UK. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Recruit UK
Consultant at Recruit UK – Financial Planning Recruitment – London
Wealth Advisory Development Manager
Location: Central London | Salary: Up to £90,000 DOE + discretionary bonus | Hybrid working
Our client is seeking a dynamic and experienced Wealth Advisory Development Manager to lead a team of up to 10 Wealth Advisers. This pivotal role will focus on driving performance, fostering professional growth, and ensuring exceptional client service for high-net-worth individuals and families.
Key Responsibilities
- Champion the client experience by ensuring advice is insightful, compliant, and aligned with client goals.
- Lead, support, and develop a high-performing adviser team, instilling a culture of accountability and continuous improvement.
- Drive commercial outcomes by enabling advisers to uncover opportunities and deepen relationships.
- Implement best practices across client reviews, onboarding, advice processes, and follow-up.
- Collaborate with marketing and operations to align campaigns, leads, and CRM systems for maximum impact.
About You
- Level 6 qualified (Chartered preferred), with IAD, Level 4 Diploma, or equivalent.
- 8+ years’ experience in financial advice, wealth management, or investment planning.
- Proven track record of managing and coaching advisers to success.
- Strong understanding of HNW client needs, wealth strategies, and market trends.
- Clear communicator, commercially minded, and values-driven.
- Salary up to £90,000 DOE + discretionary bonus scheme
- 24 days holiday (increasing with service) + birthday leave
- Medicash Health Plan, Life Assurance, and Income Protection
- Monthly team lunches and quarterly social events
If you are ready to lead from the front and inspire a team to achieve outstanding results, we would like to hear from you.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance
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Financial Planner Manager employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Manager
✨Tip Number 1
Network with professionals in the financial planning and wealth management sectors. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Research the latest trends in wealth management and high-net-worth client needs. Being knowledgeable about current market conditions and strategies will help you stand out during discussions with recruiters and interviewers.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in managing teams. Highlight specific examples of how you've developed advisers and driven performance, as this is a key aspect of the role.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your personal values align with theirs, demonstrating that you're not just a fit for the role but also for the company culture.
We think you need these skills to ace Financial Planner Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advice, wealth management, and team leadership. Use specific examples that demonstrate your ability to manage and coach advisers successfully.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of high-net-worth client needs and your approach to driving performance within a team. Mention your qualifications and how they align with the job requirements.
Highlight Key Achievements: In your application, emphasise any significant achievements in your previous roles, such as successful projects or initiatives that improved client satisfaction or adviser performance.
Showcase Communication Skills: Since clear communication is essential for this role, ensure your application reflects your ability to convey complex information effectively. Use concise language and structure your application logically.
How to prepare for a job interview at Recruit UK
✨Showcase Your Leadership Skills
As a Wealth Advisory Development Manager, you'll be leading a team of advisers. Be prepared to discuss your previous leadership experiences, how you've motivated teams, and the strategies you've used to drive performance and accountability.
✨Demonstrate Client-Centric Thinking
This role focuses on championing the client experience. Prepare examples of how you've ensured that client advice is insightful and aligned with their goals. Highlight any successful client relationships you've built and maintained.
✨Understand Market Trends
With a strong understanding of high-net-worth client needs and wealth strategies being crucial, brush up on current market trends and how they impact financial planning. Be ready to discuss how you would apply this knowledge in your role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making abilities. Think about past challenges you've faced in financial advice or team management and how you overcame them.
