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