Adviser Manager

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:

\n
• Managing, mentoring and supporting a team of approximately 12 Financial Advisers
\n
• Driving performance across client servicing, business development and revenue generation
\n
• Encouraging advisers to maximise opportunities within existing and prospective client relationships
\n
• Conducting regular performance reviews, coaching sessions and development meetings
\n
• Supporting advisers with complex client cases and technical guidance where required
\n
• Monitoring pipeline activity, adviser productivity and business levels
\n
• Working closely with compliance and operational teams to maintain high advice standards
\n
• Supporting recruitment, onboarding and ongoing development of Advisers
\n
• Helping to create a positive, collaborative and high-performing team culture
\n

About You

\n
• Previous experience within a Financial Planning / Wealth Management environment
\n
• Proven experience managing or mentoring Financial Advisers
\n
• Strong understanding of holistic financial planning and regulated advice
\n
• Commercially aware with the ability to drive team performance and growth
\n
• Excellent communication and leadership skills
\n
• Motivated, supportive and people-focused approach
\n
• Able to balance performance management with maintaining excellent client outcomes
\n
• Minimum level 4 diploma qualified
\n

What’s on Offer

\n
• Competitive basic salary depending on experience
\n
• Performance-related bonus structure
\n
• Opportunity to join a growing and ambitious Financial Planning firm
\n
• Strong long-term progression opportunities
\n
• Supportive and collaborative leadership team
\n
• Excellent benefits package
\n

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