Position details
ADVISER MANAGER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Wakefield
£50000 - £70000 04/06/2025
NJR15810
Plus Bonus
£50000 - £70000 04/06/2025
NJR15810
Plus Bonus
DESCRIPTION
Financial Adviser Manager
Wakefield
Team Leadership | Business Development | Adviser Performance
NJR Recruitment is currently working on an exciting opportunity for an experienced and commercially focused Manager of Financial Advisers to join a dynamic and growing wealth management business.
In this key role, you will take responsibility for leading, developing, and motivating a team of Wealth Planners, ensuring performance targets and business objectives are consistently achieved - while also contributing to strategic growth and revenue generation.
Key Responsibilities:
\" Lead and manage a team of regulated financial advisers, ensuring they meet KPIs and compliance standards
\" Drive business development and revenue growth, supporting advisers in converting opportunities and building client relationships
\" Monitor individual and team performance metrics and conduct regular 1:1s and coaching sessions
\" Provide technical, regulatory, and sales support to help advisers deliver exceptional advice outcomes
\" Work closely with senior leadership to support regional strategy, recruitment, and operational planning
\" Champion a high-performance culture while maintaining strong ethical and client-first values
\" Ensure the team adheres to FCA regulations and internal compliance frameworks
\" Identify training needs and oversee adviser development and competency tracking
What We\'re Looking For:
\" Proven experience managing a team of Financial Advisers in a wealth management or IFA environment
\" Strong understanding of financial planning products, client segmentation, and business development strategies
\" Excellent people management skills with a track record of hitting team KPIs and driving commercial success
\" Confident in performance coaching, leadership reporting, and operational oversight
\" Diploma in Financial Planning (Level 4) required; Chartered or AF qualifications desirable
\" A natural leader with credibility, professionalism, and strong interpersonal skills
What\'s on Offer:
\" Base salary up to £70,000, depending on experience
\" Performance-related bonus structure
\" Opportunity to lead and shape a growing team
\" Strong internal support structure and career development potential
\" Join a well-regarded firm known for quality advice and ethical practice
\" Progression opportunities to Managing Director in time
If you\'re an experienced financial services leader ready to take on a pivotal role in adviser development and team success - we want to hear from you.
Apply now or contact NJR Recruitment quoting NJR15810 for a confidential discussion.
Wakefield
Team Leadership | Business Development | Adviser Performance
NJR Recruitment is currently working on an exciting opportunity for an experienced and commercially focused Manager of Financial Advisers to join a dynamic and growing wealth management business.
In this key role, you will take responsibility for leading, developing, and motivating a team of Wealth Planners, ensuring performance targets and business objectives are consistently achieved - while also contributing to strategic growth and revenue generation.
Key Responsibilities:
\" Lead and manage a team of regulated financial advisers, ensuring they meet KPIs and compliance standards
\" Drive business development and revenue growth, supporting advisers in converting opportunities and building client relationships
\" Monitor individual and team performance metrics and conduct regular 1:1s and coaching sessions
\" Provide technical, regulatory, and sales support to help advisers deliver exceptional advice outcomes
\" Work closely with senior leadership to support regional strategy, recruitment, and operational planning
\" Champion a high-performance culture while maintaining strong ethical and client-first values
\" Ensure the team adheres to FCA regulations and internal compliance frameworks
\" Identify training needs and oversee adviser development and competency tracking
What We\'re Looking For:
\" Proven experience managing a team of Financial Advisers in a wealth management or IFA environment
\" Strong understanding of financial planning products, client segmentation, and business development strategies
\" Excellent people management skills with a track record of hitting team KPIs and driving commercial success
\" Confident in performance coaching, leadership reporting, and operational oversight
\" Diploma in Financial Planning (Level 4) required; Chartered or AF qualifications desirable
\" A natural leader with credibility, professionalism, and strong interpersonal skills
What\'s on Offer:
\" Base salary up to £70,000, depending on experience
\" Performance-related bonus structure
\" Opportunity to lead and shape a growing team
\" Strong internal support structure and career development potential
\" Join a well-regarded firm known for quality advice and ethical practice
\" Progression opportunities to Managing Director in time
If you\'re an experienced financial services leader ready to take on a pivotal role in adviser development and team success - we want to hear from you.
Apply now or contact NJR Recruitment quoting NJR15810 for a confidential discussion.
Apply Now
