NJR Recruitment
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
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.