Job Description
Job Title: Adviser Relations Manager
Location: South East UK - Hybrid Working
Salary: Competitive basic and bonus structure
Reference: 9845
Are you an experienced leader in financial services who thrives on supporting and motivating financial advisers to deliver exceptional client outcomes? We're currently working with a well-established, nationwide independent wealth management firm looking to appoint an Adviser Relations Manager to join their growing team.
This is a full-time, permanent role with a competitive salary, hybrid working, and a strong benefits package.
Key Responsibilities:
- Lead, support and motivate a team of Independent Financial Advisers across the UK.
- Ensure advisers deliver high-quality, holistic financial planning advice in line with FCA standards and Consumer Duty requirements.
- Drive team performance and KPIs focused on revenue growth, adviser/client retention, and positive client outcomes.
- Manage adviser competency through ongoing support, training, file reviews, and maintaining a robust T&C framework.
- Be responsible for compliance, ongoing development and performance of both experienced advisers and new entrants.
- Collaborate with internal departments to improve processes and enhance the client experience.
- Lead recruitment efforts to bring in high-calibre, culturally aligned advisers.
What We're Looking For:
- Proven experience in managing and developing successful adviser teams.
- Strong knowledge of FCA regulations and compliance expectations.
- Level 4 Diploma in Financial Planning (minimum requirement).
- Experience in Sales Management and T&C oversight.
- Preferably holds a relevant supervision qualification (e.g. H15, J07, AF6).
- Strong communication and leadership skills.
- Analytical with the ability to interpret and act on performance data.
- Eligible to attain SPS.
What's on Offer:
- Flexible working arrangements and generous holiday allowance (with additional perks like birthday leave and long-service holiday bonuses).
- Company-wide annual bonuses.
- Professional development and career progression support.
- Health and wellbeing benefits including cashback on healthcare and discounts on gym memberships.
- Retail discounts and access to a wide range of online learning tools.
- Annual social events including summer and Christmas parties.
With over 30 years of industry experience and hundreds of employees nationwide, this firm offers a unique opportunity to join a business that values its people and places real emphasis on client outcomes and adviser success.
Interested in learning more or applying, share your details and we will be in touch!
