Lead a national team of Independent Financial Advisers at a leading UK wealth management firm. Drive growth, adviser retention and Consumer Duty outcomes. Competitive salary, bonus and benefits as well as full flexible working.
UK-wide | Full-time, Permanent | Competitive Salary + Discretionary Bonus + Benefits
Our client is one of the UK's leading independent financial advice and wealth management firms. They give expert advice and long-term financial planning to individuals, families and businesses through a network of advisers and support staff. The business is built on a strong culture, clear values and a client-first approach, and has ambitious growth plans.
They are now looking for an Adviser Development Manager to lead, motivate and develop a team of Independent Financial Advisers based across the Midlands
You will lead a team of Independent Financial Advisers who deliver holistic financial planning advice. You will inspire the team to grow revenue and profitability, while making sure every adviser meets the firm's standards and FCA requirements, including Consumer Duty.
KEY RESPONSIBILITIES
Manage and motivate a team of Independent Financial Advisers in line with the firm's behaviours, values and visionEnsure the team gives high-quality, holistic advice and achieves good client outcomes in line with FCA guidelines, including Consumer DutyDrive the team to meet KPIs, focusing on organic growth, client and adviser retention, and good customer outcomesReview client feedback, including complaints, breaches and client surveys, and lead improvementsRegularly review business development plans and adviser performance, including completion of annual client reviews
ABOUT YOU
Proven experience building and managing successful teamsPrevious sales management experience, ideally within financial advice or wealth managementStrong understanding of FCA requirements, including Consumer Duty and Treating Customers FairlyQualified to Level 4 Diploma in Regulated Financial Planning (or equivalent)