Are you an experienced people leader in financial planning, looking for an Adviser Manager job where you can genuinely shape how an advice team grows and performs? If you enjoy working with strong personalities and building structure in a fast-moving environment, this could be ideal.
In this role, youll take responsibility for a growing team of advisers (c.1012 initially, rising to around 1516, with a maximum of 20), supporting them through onboarding, development and ongoing performance. Youll help embed consistent advice standards, simplify processes and ensure their Financial Advisers have the clarity and support they need to deliver great client outcomes.
Youll work closely with senior management and support functions, balancing the historic ways IFAs are used to working with a more scalable and consistent operating model. This is a great opportunity for someone who wants to influence how a sizeable advisory function is run over the coming years, with clear scope to progress as the team and structure expand.
Adviser Manager Requirements
* Proven experience managing Financial Advisers in a UK regulated environment (Essential)
* Level 4 Diploma in Regulated Financial Planning or equivalent (Essential)
* Experience leading teams of c.10+ advisers, ideally across multiple locations (Essential)
* Background in high-growth, change or integration environments (Desirable)
* Good knowledge of industry-standard financial planning and CRM systems (Desirable)
The Company
A modern, growth-focused financial planning and wealth management business, expanding rapidly through both organic growth and acquisitions. The culture is inclusive, collaborative and open to new ideas, suited to someone who enjoys building and improving rather than maintaining the status quo.
Adviser Manager Benefits
* Basic salary:£60,000 £80,000 (depending on experience and qualifications)
* OTE range:£80,000 £100,000
* Car allowance:£7,500 per annum
* Plus other company benefits including pension, PHI etc
* Hybrid working with regional travel to meet advisers and attend internal meetings
Location
* Ideally suited to candidates within approximately 50 miles of Bristol
* However, all parts of the UK may be considered for strong candidates willing to travel.
If youre looking for a leadership role where you can support advisers, drive performance and contribute to the future shape of a growing advice business, we encourage you to apply today.
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