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Location: Southampton
Hybrid working available, 2-3 days in office.
The Role & Responsibilities
We are looking for an enthusiastic and highly skilled Adviser Development Manager to coach, manage and support a team of financial advisers in their efforts to maximise their own skills and business performance. The role will primarily focus on developing new advisers and building on the experience they have gained externally or during the in-house advisor academy.
- Lead 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.
- Support recently qualified advisers primarily through observation, feedback,
- coaching and training.
- The role will also support advisers with higher levels of experience periodically.
- Maintain a culture aligned with company values and the prevailing regulatory environment.
- Influence the growth of both the business and the adviser’s skills and competence through development of knowledge, client facing skills and confidence.
An ideal role for a professional who enjoys seeing advisers develop and achieve goals because of the coaching and experience they have shared.
Qualifications/Requirements
- Level 4 Diploma (DipPFS or equivalent).
- Financial planning sales management and coaching experience essential.
- Good knowledge and experience of the advice process.
- Ability to motivate and lead a team of Financial Planners in achieving business objectives.
- Fiercely client centric, commercially astute and CF30 experience.
- 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.
You will report to our Head of Advisory. We offer a competitive starting salary, bonus and benefits package.
