Job description
Adviser Development Manager / Account Manager
Hybrid Working
£45,000 - £60,000
A growing financial planning business is seeking a relationship-focused professional to support advisers and partner firms, drive growth opportunities, and enhance adviser engagement across the network.
Aspects of the role will be:
• Build and maintain strong relationships with advisers and firms.
• Identify opportunities to increase assets, adviser productivity, and business growth.
• Support the onboarding of new firms and advisers.
• Deliver webinars, events, and proposition training sessions.
• Work closely with senior leadership on recruitment and business development initiatives.
• Analyse data and MI to identify commercial opportunities.
• Travel to regional offices as required
To be considered for this position:
• Experience within Financial Planning, Wealth Management, or an IFA environment.
• Strong understanding of pensions, investments, and protection.
• Excellent communication and relationship management skills.
• Commercially minded with a proactive approach.
• Level 4 Diploma (or working towards) is desirable.
Benefits:
• £45,000 - £60,000
• Remote working/hybrid
• Flexibility and autonomy
• Pension
• PMI
• DIS
What's on Offer?
• A varied role combining relationship management and business development.
• Significant exposure to advisers, firms, and senior stakeholders.
• Genuine opportunity to influence growth within a successful financial planning business.
Apply now or contact us for a confidential discussion to learn more about this opportunity.