Our client is one the leading Chartered Wealth Management firms in the UK and we have worked closely with them for over 10 years, placing nearly 40 people with them in that time. They have grown organically consistently, more than trebling the size of the business since they first engaged us to assist with recruitment. Due to this ongoing growth, they are now looking for additional support for their Financial Adviser team.

You will be responsible for a team of Financial Advisers that are at varying stages in their careers, ranging from those that are managing in excess of £100m of AUM and will be looking for some form of succession planning, through to Financial Advisers that are just starting out in their careers and need experienced support and guidance.

This role will offer the successful applicant a high degree of autonomy and the opportunity to really make their mark within the business. The role is very varied, from managing revenue growth, ensuring all Advisers adhere to the firms Tc’s and C’s scheme, conducting regular 1-2-1 sessions, identifying gaps in skills and knowledge and creating relevant coaching plans. Through to pipeline review and business plan creations, onto improving lead generation and referral rates and conversions.

If you are looking for a role where you will be part of the Senior Management Team, reporting directly to the Board, where you will be able to add real value to a business, then this would be an excellent role for you to consider. To be eligible for this role, you must be at least level 4 Diploma qualified and have a demonstrable track record of successfully managing and a team of Financial Advisers.