The Adviser Growth Executive is responsible for helping advisers consistently achieve their monthly, quarterly and annually performance targets by ensuring a sustainable, high-quality flow of client appointments.
The role focuses on sourcing, managing and optimising multiple lead and introducer channels, improving return on investment across all appointment activity, and supporting adviser retention and long-term growth.
This is a commercially focused role working closely with advisers and the leadership team to scale what works, fix what underperforms, and remove ineffective activity.
Key Responsibilities
* Support advisers in achieving agreed monthly, quarterly and annual targets
* Ensure advisers have sufficient, appropriate appointments to meet revenue goals
* Monitor adviser capacity, experience and target markets to align appointment flow
* Work with advisers on an individual basis, adapting to different personalities, working styles and preferences
* Contribute to adviser satisfaction, engagement and long-term retention
Appointment & Lead Strategy
* Develop and manage the overall appointment generation strategy
* Plan, monitor and optimise appointment volumes, quality and sources
* Track performance by adviser and by lead source, including conversions and revenue
* Measure and improve ROI across all appointment activity
* Reduce reliance on any single lead source by building a diversified supply mix
Supply Line Management
Manage and optimise multiple lead and referral channels, including:
* Paid lead generation companies
* Professional and commercial introducer relationships
* Strategic partnerships
* Adviser-led initiatives (referrals, re‑engagement activity, niche campaigns)
* Social media campaigns and broader brand‑building activity
* Monitor success rates of appointments and lead sources
* Identify trends and insights from performance data
* Diagnose and improve underperforming activity
* Stop or exit lead sources that do not deliver acceptable ROI
Stakeholder & Leadership Collaboration
* Build a strong working relationship with the leadership team, particularly the Operations Director
* Contribute to a positive, high‑performance culture based on trust, accountability and alignment
Key Measures of Success
* Adviser achievement of agreed targets
* Quality and consistency of appointment flow
* ROI across all appointment and lead activity
* Adviser satisfaction and retention
* Diversification and stability of lead sources
Skills & Experience (Ideally)
* 5+ years’ experience in financial services or a closely related sector
* Strong understanding of client acquisition and lead generation
* Experience working with financial advisers or professional sales teams
* Commercially minded with strong analytical skills
* Confident managing multiple stakeholders and external partners
* Comfortable working with data to inform decisions and recommendations
* Performance Bonus: Based on adviser retention, appointment volume, return on investment (ROI) and adviser performance.
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