Regional Adviser Manager
Experience managing a team of wealth / financial advisors - essential
Remote
Salary - negotiable depending on experience
As our Adviser Manager, you will be responsible for:
* 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
* Ensuring the team deliver high quality, holistic advice to clients and achieve good outcomes in line with FCA guidelines, including Consumer Duty
* 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
* 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
* Reviewing client feedback, including complaints, breaches and client surveys. Making positive improvements and deliver good client outcomes
* Supporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD records
* Maintaining your own personal competence to deliver the training and competency scheme
* Regularly review business development plans, Adviser performance (including completion of annual client reviews)
* Proactively work to retain advisers, identifying areas of risk.
What we are looking for in our ideal Adviser Manager:
* Demonstrable experience of building and managing successful teams
* Strong understanding of FCA regulatory requirements, such as consumer duty and treating customers fairly
* Skilled at understanding and manipulating data
* Qualified to minimum OCA Level 4 Diploma standard
* Previous Sales Management and Training & Competence Management experience
* Relevant industry supervision qualification would be desirable – H15, J07 or AF6
* Accomplished communicator with experience of interacting effectively with both individuals and groups
* Ability to attain SPS.
Benefits and Perks
* 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.
* Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
* Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
* Bonus scheme - All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
* Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
* Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
* 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.