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Your mission

We are looking for a

Your mission

We are looking for a dynamic and experienced Wealth Advisory Development Manager to lead a team of up to 10 Wealth Advisers. In this pivotal role, you will be responsible for driving performance, fostering professional development, and ensuring exceptional client service .

Key Responsibilities

• Champion the Client Experience Ensure all advice delivered is insightful, compliant, and aligned with client values, life stages, and ambitions.
• Develop and Coach a High-Performance Adviser Team Lead, support and stretch a growing team of employed advisers instilling a culture of performance, accountability, and continuous development.
• Drive Commercial Advice Outcomes Equip advisers with the confidence and tools to uncover opportunities, cross-sell appropriately, and deepen client relationships.
• Set Standards & Elevate Quality Own the delivery of internal best practices for client review frameworks, onboarding journeys, advice processes, and follow-up protocols.
• Collaborate with Marketing and Operations Align adviser efforts with marketing-generated leads, communications, and campaigns. Ensure systems and CRM workflows enable excellence at scale.
  
  

• Level 6 qualified (Chartered status preferred)
• Investment Advice Diploma (IAD), Level 4 Diploma or equivalent

• Experience
• 8+ years in financial advice, wealth management, or investment planning
• Proven day to day management and leadership of advisers, with coaching and mentoring success
• Demonstrated ability to drive revenue while maintaining advice quality
• Skills & Behaviours
• Deep understanding of HNW client needs, wealth strategies, and market trends
• Clear communicator, calm under pressure, values-driven
• Comfortable working cross-functionally with leadership, marketing, ops and compliance
• Digitally fluent with CRM and planning tools
  
  

• A relentless focus on doing whats right for the client
• A shared ambition to grow a business that lasts
• A culture that values substance over show, and results over routine
  
  

• Salary up to £90,000 DOE
• Discretionary variable pay scheme
• Medicash Health Plan
• Life Assurance policy
• Income Protection
• 24 days holiday - increasing with service
• Additional leave for your Birthday/celebration
• Monthly team brunches and lunches
• Quarterly team social events
• Hybrid working model
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management

• Industries

  Strategic Management Services

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