Advisor Development Manager

February 3, 2024

Job Description


Job title: Advisor Development Manager

Company: IDEX Consulting

Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.

Our 2023 Salary & Benefits Guide is here!

Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.

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Our 2023 Salary & Benefits Guide is here!

Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.

Access insights now!

Our 2023 Salary & Benefits Guide is here!

Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.

Access insights now!

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Advisor Development Manager

Job details Posted 30 January 2024 Salary£75000 – £90000 per annum + Benefits package LocationLondon Discipline Expiry 09 May 2024 ReferenceEM001_1706620387

Consultant

Client Delivery Manager

Advisor Development Manager

Job description

Idex are working exclusively with this top-tier national wealth management brand, an inclusive and supportive firm, who are a household name in the search for an Adviser Development Manager to develop a regional team of Private Wealth Advisors and Associate Advisors.

Working closely with the financial planning team, you will provide 1-to-1 and group coaching sessions to help improve the quality, strategy and performance of their advisers; coaching on best-practice and helping to identify and embed knowledge and skills, and driving behaviours to help them in delivering an exceptional level of service to both new and existing clients.

What you’ll be doing

  • Observing Advisers performance and creating debrief and action plans to identify areas of improvement.
  • Identifying Adviser and team training needs by observing sales encounters and role plays to evaluate sales performance.
  • Collaborating with the training team to implement relevant upskill programmes.
  • Developing relationships with the adviser team that makes it easy to communicate their ideas and issues they are facing.
  • Coaching in both group and 1 on 1 settings – discussing tips and strategies with advisers and identifying and embedding best practice.
  • Preparing and presenting reports to the Regional Directors

Your qualifications & experience

  • Level 4 Diploma qualified
  • Experience of giving financial advice
  • Strong supporting, coaching and influencing skills
  • A genuine desire to help others achieve their goals
  • Experience of implementing different coaching and sales methodologies

What you will receive

  • An outstanding defined contribution pension scheme
  • An additional 4% of your annual salary in a flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.
  • 25 days holiday allowance plus bank holidays.
  • Home based
  • Flexible working
  • Maternity leave benefits
  • An incentive scheme, based on the company’s performance and your contribution to it.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Expected salary: £90000 per year

Location: London

Location