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Adviser Manager

NJR Recruitment·Harrogate (Yorkshire and Humberside)
£63 000 – £65 000 / year
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Job description

Adviser Manager Harrogate Up to £65,000 NJR Recruitment are delighted to be working with a growing and highly successful Financial Planning firm who are looking to recruit an experienced Adviser Manager to lead and support a team of Financial Advisers. This is an excellent opportunity for an experienced Financial Planning professional with strong leadership skills to take on a key management role within a dynamic and ambitious business. You will be responsible for overseeing the day-to-day performance, development and activity of a team of approximately 12 Advisers, helping to drive both client outcomes and business growth. The business offers a supportive and collaborative culture alongside genuine long-term progression opportunities. The Role As Adviser Manager, you will work closely with senior leadership to support the ongoing growth and performance of the advisory team. Key responsibilities will include: • Managing, mentoring and supporting a team of approximately 12 Financial Advisers • Driving performance across client servicing, business development and revenue generation • Encouraging advisers to maximise opportunities within existing and prospective client relationships • Conducting regular performance reviews, coaching sessions and development meetings • Supporting advisers with complex client cases and technical guidance where required • Monitoring pipeline activity, adviser productivity and business levels • Working closely with compliance and operational teams to maintain high advice standards • Supporting recruitment, onboarding and ongoing development of Advisers • Helping to create a positive, collaborative and high-performing team culture About You • Previous experience within a Financial Planning / Wealth Management environment • Proven experience managing or mentoring Financial Advisers • Strong understanding of holistic financial planning and regulated advice • Commercially aware with the ability to drive team performance and growth • Excellent communication and leadership skills • Motivated, supportive and people-focused approach • Able to balance performance management with maintaining excellent client outcomes • Minimum level 4 diploma qualified What’s on Offer • Competitive basic salary depending on experience • Performance-related bonus structure • Opportunity to join a growing and ambitious Financial Planning firm • Strong long-term progression opportunities • Supportive and collaborative leadership team • Excellent benefits package This is a fantastic opportunity for an experienced Financial Planning professional looking to step into a senior leadership role where they can make a genuine impact on adviser performance, client relationships and business growth. For a confidential discussion, please contact NJR Recruitment quoting NJR16820

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Original source
reed.co.uk
Posted
Jul 01, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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