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- Tasks: Lead and energise a team of financial advisers to drive performance and growth.
- Company: Join Tanager Wealth Management, a supportive and fast-growing financial planning firm.
- Benefits: Competitive salary, bonuses, private medical insurance, and a fantastic office with gym facilities.
- Other info: Dynamic culture with opportunities for personal and professional growth.
- Why this job: Shape the future of a growing advice business while working in a people-first environment.
- Qualifications: Experience in financial services and a knack for motivating teams.
The predicted salary is between 80000 - 100000 £ per year.
Up to £100K Total Package
Hybrid (3 days office / 2 home)
Fantastic office with gym, swimming pool and great central London location near mainline transport links
Are you an experienced financial services professional who thrives on people, performance, and momentum? Do you enjoy bringing energy to a team, driving results, and helping others succeed? Tanager Wealth Management is looking for a Financial Adviser Team Manager to play a pivotal role in shaping the performance, culture, and growth of our adviser team.
Why this role stands out
- Competitive salary with bonus linked to performance
- 5% employee pension
- Private medical insurance & income protection
- A genuinely supportive, high-performing team environment
- The opportunity to shape how a growing advice business scales
The role
This is not a traditional top-down management role. Instead, you'll sit alongside advisers as a peer leader, coach, and performance driver — someone who brings clarity, energy, and accountability. You'll be responsible for:
- Driving team performance against key KPIs (new assets, revenue, conversion rates)
- Keeping the sales pipeline active, structured, and moving
- Supporting advisers with business development, conversions, and client engagement
- Producing and analysing management information and performance data
- Leading on training, coaching, and continuous improvement
- Supporting recruitment, onboarding, and team development
- Working closely with marketing, compliance, and operations to ensure everything runs smoothly
- Ensuring high standards across client experience and regulatory processes
What you'll need
- A background in financial services (financial planning, wealth management, or investment management)
- Experience influencing or leading people — even informally
- Strong understanding of how advisory businesses grow and win clients
- Confidence working with KPIs, reporting, and performance data
- A natural ability to energise, motivate, and connect with people
Someone who is:
- Sociable
- Enthusiastic
- Creative
- And thrives in a people-first environment
Who this role suits
This role could suit:
- A Practice Manager or Team Leader in financial services
- Someone from investment management or wealth management with strong commercial awareness
- A natural people leader who enjoys influence more than hierarchy
About Tanager Wealth Management
Tanager Wealth Management is a fast-growing, 45-person financial planning firm known for high standards, structured processes, and a genuinely supportive culture. We specialise in complex UK and US-connected financial planning and are regulated by both the FCA and SEC. Despite the technical nature of our work, the culture is down-to-earth, inclusive, and people-first — a place where individuals are trusted, supported, and encouraged to grow.
Apply now
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know.
Financial Adviser Team Manager in London employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Team Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to team management and performance driving. Role-play with a friend or use mock interview tools to boost your confidence. Remember, it’s all about showcasing your people skills and how you can energise a team!
✨Tip Number 3
Showcase your achievements! When you get the chance to chat with potential employers, highlight specific examples of how you've driven results in previous roles. Use metrics and KPIs to back up your claims – numbers speak volumes in the financial world!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our supportive, high-performing team at Tanager Wealth Management.
We think you need these skills to ace Financial Adviser Team Manager in London
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for the role shine through! We want to see how your energy and experience align with our people-first culture at Tanager Wealth Management.
Tailor Your CV: Make sure to customise your CV to highlight relevant experience in financial services and team leadership. We love seeing how you've influenced others and driven performance in previous roles!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your key achievements and skills are easy to spot. Remember, we’re looking for someone who can bring clarity to our team!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at Tanager Wealth Management.
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Numbers
As a Financial Adviser Team Manager, you'll be working with KPIs and performance data. Brush up on your understanding of key metrics like conversion rates and revenue growth. Be ready to discuss how you've used data to drive team performance in the past.
✨Show Your People Skills
This role is all about energising and motivating a team. Prepare examples of how you've influenced or led people in previous roles, even if it wasn't in a formal capacity. Highlight your ability to connect with others and create a supportive environment.
✨Understand the Business
Familiarise yourself with Tanager Wealth Management's approach to financial planning and their unique culture. Research their services and think about how you can contribute to their growth. Showing that you understand their business will set you apart.
✨Be Ready to Coach
Since you'll be supporting advisers with business development and client engagement, think about your coaching style. Prepare to discuss how you've helped others succeed in the past and what strategies you would implement to enhance team performance.