Wealth Management Team Lead
8 days ago
London
Regional Adviser Manager Experience managing a team of wealth / financial advisors - essential Remote Salary - negotiable depending on experience As our Adviser Manager, you will be responsible for: • Managing and motivating a team of Independent Financial Advisers, based across the UK, in line with the business behaviours and values whilst acting in line with the Vision statement, • Ensuring the team deliver high quality, holistic advice to clients and achieve good outcomes in line with FCA guidelines, including Consumer Duty, • Motivating the team to ensure team KPIs are met, with a focus on organic growth, client and adviser retention and delivery of good customer outcomes, • Ensuring advisers are trained and fully competent to deliver holistic advice in line with the T&C Scheme. Supporting and developing advisers to achieve and maintain Competent Adviser Status, • Reviewing client feedback, including complaints, breaches and client surveys. Making positive improvements and deliver good client outcomes, • Supporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD records, • Maintaining your own personal competence to deliver the training and competency scheme, • Regularly review business development plans, Adviser performance (including completion of annual client reviews), • Proactively work to retain advisers, identifying areas of risk. What we are looking for in our ideal Adviser Manager: • Demonstrable experience of building and managing successful teams, • Strong understanding of FCA regulatory requirements, such as consumer duty and treating customers fairly, • Skilled at understanding and manipulating data, • Qualified to minimum OCA Level 4 Diploma standard, • Previous Sales Management and Training & Competence Management experience, • Relevant industry supervision qualification would be desirable – H15, J07 or AF6, • Accomplished communicator with experience of interacting effectively with both individuals and groups, • Ability to attain SPS. Benefits and Perks • Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service., • Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties, • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit., • Bonus scheme - All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service., • Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits., • Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals., • Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.