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Pavilion Recruitment Solutions are working with a Chartered Financial Planning firm in London.
Due to growth in receent years, through internal recruitment and M&A activity. Our client is now looking for an Advisor Development Manager to join their team.
Overview:
- Enthusiastic and highly skilled Adviser Development Manager to coach and manage financial advisers in their efforts to maximise their own skills and business performance.
- The role primarily focuses on developing new advisers and building on the experience they have gained during the in-house academy. The role will also support advisers with higher levels of experience periodically.
- Leading a team of advisers to build and deliver plans to attract new clients, service existing clients, grow revenues in line with company objectives and ensure client satisfaction and outcomes.
- Supporting advisers who have recently gained an ICOB or COB licence primarily through observation, feedback, coaching and training.
- Maintaining a culture aligned with company values and the prevailing regulatory environment.
- Influencing the growth of both the business and the advisers’ skills and competence through development of knowledge, client facing skills and confidence.
Core responsibilities:
Develop & Coach:
- Observe client meetings and then provide timely and accurate developmental feedback to advisers.
- Provide coaching sessions on an individual basis.
- Use a variety of methods to design and deliver training sessions to adviser groups, including the use of role plays.
- Encourage acquisition of new client opportunities using both internal resource and proactively seeking referrals.
- Hold adviser licences personally to enable demonstration and/or involvement in client meetings as appropriate.
Lead & Line Manage:
- Hold regular 1to1 meetings with advisers to manage, monitor and review performance against a clear set of KPIs.
- Encourage professional development through qualifications, ongoing learning, and self-development.
- Ability to relate to and manage relationships with financial advisers of varying experience and establish motivation.
- Continuously seek ways in which we create, enhance, and expand client relationships.
- Help advisers diagnose their own areas for skill and behavioural development.
TPG Commercial Objectives and Values
- Work alongside the other members of the Senior Leadership Team (SLT) to achieve company objectives. This will include a regular SLT meeting where contribution will be valuable.
- Assist with ideas and development of the brand including the website and newsletter
- Demonstrate and expect highest standards of personal behaviour.
- Support the recruitment of Advisers in the future.
Business Support
- Undertake other activities of a similar nature as required from time to time to support and the firm in meeting its business objectives.
Experience & Qualifications required:
Knowledge & Experience
- Financial planning sales management and coaching experience.
- Good knowledge and experience of the advice process.
- Fiercely client centric, commercially astute with CF30 experience desirable
Skills
- Ability to motivate and lead a team of Financial Planners in achieving business objectives.
- Ability to understand, identify and resolve development in an effective way.
- Excellent verbal and written communication skills including the use of various software applications.
- Excellent personal organisation and ability to deliver to tight deadlines.
- Highly energetic, self-motivated and a personable team player.
Qualifications
- Level 4 Diploma (DipPFS or equivalent) with a willingness to study towards Level 6 Chartered.
