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An exciting opportunity has arisen for an experienced Adviser Development Manager to join a growing wealth management firm in London. This senior leadership role is ideal for someone passionate about developing Financial Planners and driving high performance in a supportive and professional environment.

The Role

As Adviser Development Manager, you will be responsible for leading a team of up to 10 Financial Planners. You’ll provide hands-on coaching, mentoring, and performance management, helping advisers to reach their full potential and deliver exceptional service to clients.

You will also hold a small book of quality clients, providing financial advice at a high level, but your primary focus will be on the development and success of your team.

Key Responsibilities

• Oversee the day-to-day management and performance of the advisory team
• Set and monitor KPIs and ensure continuous improvement
• Deliver tailored coaching, mentoring, and training programs
• Work with senior leadership to implement growth strategies and best practices
• Ensure high standards of client service and regulatory compliance

About You

• Minimum 5 years’ experience in financial planning, investment advice, or wealth management
• Proven success in leading and developing adviser teams
• Strong communication and leadership skills
• Excellent knowledge of UK financial regulations and compliance
• Qualified to at least CII Level 4, IAD level; Chartered status is advantageous
• Comfortable with modern financial planning tools and CRM systems

Package and Benefits

• £70,000 – £90,000 basic salary (depending on experience)
• Discretionary bonus scheme
• Hybrid working model – 2 to 3 days per week in the office
• Health plan, life assurance, and income protection
• 24 days annual leave (increasing with service) + birthday leave
• Monthly team brunches, quarterly socials, and more

Location

The role is currently based in Canary Wharf but may relocate to another London office before the end of 2025.

If you’re a natural leader with a passion for adviser development and high standards of client care, we’d love to hear from you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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