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Consultant at Recruit UK - Financial Planning Recruitment - London
Wealth Advisory Development Manager
Location: Central London | Salary: Up to £90,000 DOE + discretionary bonus | Hybrid working
Our client is seeking a dynamic and experienced Wealth Advisory Development Manager to lead a team of up to 10 Wealth Advisers. This pivotal role will focus on driving performance, fostering professional growth, and ensuring exceptional client service for high-net-worth individuals and families.
Key Responsibilities
* Champion the client experience by ensuring advice is insightful, compliant, and aligned with client goals.
* Lead, support, and develop a high-performing adviser team, instilling a culture of accountability and continuous improvement.
* Drive commercial outcomes by enabling advisers to uncover opportunities and deepen relationships.
* Implement best practices across client reviews, onboarding, advice processes, and follow-up.
* Collaborate with marketing and operations to align campaigns, leads, and CRM systems for maximum impact.
About You
* Level 6 qualified (Chartered preferred), with IAD, Level 4 Diploma, or equivalent.
* 8+ years’ experience in financial advice, wealth management, or investment planning.
* Proven track record of managing and coaching advisers to success.
* Strong understanding of HNW client needs, wealth strategies, and market trends.
* Clear communicator, commercially minded, and values-driven.
* Salary up to £90,000 DOE + discretionary bonus scheme
* 24 days holiday (increasing with service) + birthday leave
* Medicash Health Plan, Life Assurance, and Income Protection
* Monthly team lunches and quarterly social events
If you are ready to lead from the front and inspire a team to achieve outstanding results, we would like to hear from you.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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