Wealth Advisory Development Manager

Key Responsibilities:

• Oversee the day-to-day performance management of the wealth advisory team.
• Provide coaching, mentoring, and training to enhance adviser development.
• Set and monitor KPIs and targets, ensuring continuous improvement.
• Support advisers in delivering high-quality financial solutions to clients.
• Collaborate with senior leadership to implement best practices and strategies to enhance performance

To be successful in your application you will need; 

• Industry Certifications– Preferred qualifications include:
  • Investment Advice Diploma (IAD)
  • Chartered status would be advantageous
• Industry experience - Minimum 5+ years in wealth management, financial planning, or investment advisory roles.
• Leadership and Performance Management – Demonstrate success in leading teams, coaching advisers, and driving results.
• Client Relationship Management – Strong ability to cultivate relationships with high-net-worth clients and strategic partners.

Preferred Skills & Knowledge:

• Strategic Thinking & Business Development – Capacity to develop growth strategies and implement best practices for adviser success.
• Regulatory Knowledge – Solid understanding of financial laws, compliance, and ethical standards within wealth advisory in the UK.
• Tech & Digital Fluency – Familiarity with wealth management software, CRM systems, and financial modeling tools.

• Competitive salary 
• 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