Job Description
This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm.
You will be responsible for managing a central team of Financial Advisers who provide advice remotely to clients. The team is a blend of developing and highly experienced Advisers, and you will focus on driving commercial results while maintaining excellent client outcomes.
Your role will centre on coaching, developing and supporting Advisers to meet and exceed their targets, identify new opportunities, and maintain high standards of advice quality and compliance. This will involve regular one to ones, call coaching, performance reviews, training sessions and group workshops.
You will also play a key part in bringing new Advisers into the team, supporting their onboarding and development so they are confident, competent and productive as quickly as possible.
This is a hybrid leadership role where you will spend three days per week in their Bromsgrove office with the team, with the remaining time working from home.
Adviser Development Manager Requirements
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Essential - Existing management experience within a Financial Planning or Wealth Management environment, leading Financial Advisers or Planners
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Essential - Level 4 Diploma in Financial Planning or equivalent
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Essential - Proven experience of Adviser supervision, performance management and T and C oversight
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Essential - Comfortable working in a target driven environment and using MI to drive performance
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Desirable - Background of working with a central or desk based advice team
The Company
This is a well established, national independent financial planning firm with a strong track record of growth through both organic development and acquisition. They offer robust central support, modern systems and a collaborative culture, providing a strong platform for both advisers and managers to succeed.
Adviser Development Manager Benefits
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Salary circa 60,000 to 80,000 depending on experience
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Car allowance of 4,800 per annum
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OTE in the region of 80,000 to 120,000
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Comprehensive benefits package including flexible working, option to buy and sell holiday, birthday off, contributory pension, DIS, discretionary annual bonus, cashback and healthcare benefits and regular social events
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Hybrid working with three days per week in Bromsgrove and the remainder from home
Location
Hybrid role with three days per week in Bromsgrove. Ideal for candidates within a reasonable commute of Bromsgrove, Worcestershire and the wider West Midlands area.
If this Adviser Development Manager opportunity sounds of interest, click apply today
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