Regional Adviser Manager

Adviser Manager - Durham, North East England

Ref: 2139Monday 19 January 2026

£Negotiable + Car allowance & Bonus

Build exceptional advisers. Shape better client outcomes. Leave a lasting legacy.

Regional Adviser Manager

Hybrid / Remote | North East

Up to £120,000 package

 

This is a rare opportunity to lead at a strategic level within a national wealth management firm that is deeply invested in the long-term success of its advisers and the clients they serve.

We are seeking an Adviser Manager who is passionate about developing experienced advisers through modern coaching, performance leadership, and professional development. This role is about far more than oversight — it is about unlocking potential, raising standards, and building a high-performing community of advisers who consistently achieve more for their clients.

You will lead a cohort of established Independent Financial Advisers across the North East, helping them grow sustainable, high-quality advice businesses while maintaining the highest professional and regulatory standards.

 

Through coaching, challenge, and development, you will:

  • Create a culture of continuous improvement, professionalism, and client-first thinking
  • Elevate adviser capability through modern coaching and performance development methodologies
  • Enable advisers to grow organically, deepen client relationships, and deliver consistently outstanding outcomes
  • Strengthen retention by building trust, engagement, and long-term career pathways
  • This is not a client-facing role. It is a senior leadership position focused on people, performance, and lasting adviser success.

In this role, success means:

  • A highly engaged, stable adviser population with strong retention
  • Advisers delivering consistently high-quality, holistic advice aligned with Consumer Duty
  • Sustainable revenue growth driven by better planning, deeper client relationships, and stronger businesses
  • Clear business planning, accountability, and measurable performance improvement

 

What you’ll bring

  • You are an experienced adviser leader or senior financial services manager with the credibility to influence seasoned professionals.

 

You will offer:

  • A strong track record of leading and developing adviser or sales teams
  • Confidence using data, insight, and coaching to drive performance and behaviour change
  • Level 4 Diploma (or equivalent) and active SPS
  • Gravitas, emotional intelligence, and a modern leadership style

 

Why this role stands out:

  • This firm offers scale, stability, and a long-term vision that allows you to genuinely shape adviser performance rather than simply supervise it.
  • You will be trusted as a senior leader with real influence — partnering with executive stakeholders, shaping regional strategy, and leaving a lasting imprint on adviser quality and client outcomes.
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