Advisor Development Manager - Financial Planning
Pavilion Recruitment Solutions are working with a Chartered Financial Planning firm in London. Due to growth in receent years, through internal recruitment and M&A activity. Our client is now looking for an Advisor Development Manager to join their team. Overview: Enthusiastic and highly skilled Adviser Development Manager to coach and manage financial advisers in their efforts to maximise their own skills and business performance.The role primarily focuses on developing new advisers and building on the experience they have gained during the in-house academy. The role will also support advisers with higher levels of experience periodically.Leading a team of advisers to build and deliver plans to attract new clients, service existing clients, grow revenues in line with company objectives and ensure client satisfaction and outcomes.Supporting advisers who have recently gained an ICOB or COB licence primarily through observation, feedback, coaching and training.Maintaining a culture aligned with company values and the prevailing regulatory environment.Influencing the growth of both the business and the advisers’ skills and competence through development of knowledge, client facing skills and confidence. Core responsibilities: Develop & Coach: Observe client meetings and then provide timely and accurate developmental feedback to advisers.Provide coaching sessions on an individual basis.Use a variety of methods to design and deliver training sessions to adviser groups, including the use of role plays.Encourage acquisition of new client opportunities using both internal resource and proactively seeking referrals.Hold adviser licences personally to enable demonstration and/or involvement in client meetings as appropriate. Lead & Line Manage: Hold regular 1to1 meetings with advisers to manage, monitor and review performance against a clear set of KPIs.Encourage professional development through qualifications, ongoing learning, and self-development.Ability to relate to and manage relationships with financial advisers of varying experience and establish motivation.Continuously seek ways in which we create, enhance, and expand client relationships.Help advisers diagnose their own areas for skill and behavioural development. TPG Commercial Objectives and Values Work alongside the other members of the Senior Leadership Team (SLT) to achieve company objectives. This will include a regular SLT meeting where contribution will be valuable.Assist with ideas and development of the brand including the website and newsletterDemonstrate and expect highest standards of personal behaviour.Support the recruitment of Advisers in the future. Business Support Undertake other activities of a similar nature as required from time to time to support and the firm in meeting its business objectives. Experience & Qualifications required: Knowledge & Experience Financial planning sales management and coaching experience.Good knowledge and experience of the advice process.Fiercely client centric, commercially astute with CF30 experience desirable Skills Ability to motivate and lead a team of Financial Planners in achieving business objectives.Ability to understand, identify and resolve development in an effective way.Excellent verbal and written communication skills including the use of various software applications.Excellent personal organisation and ability to deliver to tight deadlines.Highly energetic, self-motivated and a personable team player. Qualifications Level 4 Diploma (DipPFS or equivalent) with a willingness to study towards Level 6 Chartered.
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