Job description
As our Adviser Manager, you will be responsible for:
1. Managing and motivating a team of Independent Financial Advisers, based across the UK, in line with the business behaviours and values whilst acting in line with the Vision statement
2. Ensuring the team deliver high quality, holistic advice to clients and achieve good outcomes in line with FCA guidelines, including Consumer Duty
3. Motivating the team to ensure team KPIs are met, with a focus on organic growth, client and adviser retention and delivery of good customer outcomes
4. Ensuring advisers are trained and fully competent to deliver holistic advice in line with the T&C Scheme. Supporting and developing advisers to achieve and maintain Competent Adviser Status
5. Reviewing client feedback, including complaints, breaches and client surveys. Making positive improvements and deliver good client outcomes
6. Supporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD records
7. Maintaining your own personal competence to deliver the training and competency scheme
8. Regularly review business development plans, Adviser performance (including completion of annual client reviews)
9. Proactively work to retain advisers, identifying areas of risk
What we are looking for in our ideal Adviser Manager:
10. Demonstrable experience of building and managing successful teams
11. Strong understanding of FCA regulatory requirements, such as consumer duty and treating customers fairly
12. Skilled at understanding and manipulating data
13. Qualified to minimum OCA Level 4 Diploma standard
14. Previous Sales Management and Training & Competence Management experience
15. Relevant industry supervision qualification would be desirable - H15, J07 or AF6
16. Accomplished communicator with experience of interacting effectively with both individuals and groups
17. Ability to attain SPS
Benefits and Perks
18. Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
19. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
20. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
21. Bonus scheme - All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service
22. Health and well-being - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and well-being initiatives, including discounted health club memberships and free healthcare benefits
23. Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
24. Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses