Financial Adviser Performance Coach
If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career.
In this Financial Adviser Performance Coach role, you will work closely with Financial Planners across the business, supporting them to deliver consistently high quality advice through practical coaching, training and development. Rather than acting as a compliance sign off, you will focus on helping their Planners do things right first time by building confidence, consistency and capability.
This is a people led position and suits someone who enjoys presenting, influencing and developing experienced professionals. As a Financial Adviser Performance Coach, your work will be varied and will include one to one coaching, group sessions, onboarding support and involvement in wider adviser improvement initiatives as the business continues to grow.
Typical responsibilities include:
1. Delivering one to one and group coaching sessions, virtually and face to face
2. Supporting adviser induction and ongoing professional development
3. Reviewing performance trends and identifying development priorities
4. Working collaboratively with internal teams to promote consistent advice standards
5. Cont...