We are looking for evidence of your personal contribution to recruitment, including who you have attracted, how you secured their commitment and what they subsequently delivered.

2) Adviser performance management, support and development: approximately 35%

You will take direct responsibility for an adviser population of approximately 20, with an initial ambition to grow towards 30 productive advisers. The population includes employed and self employed advisers, so your approach must combine clear expectations with credibility, practical support and an understanding of what motivates different individuals.

Your responsibilities will include:

• Establishing measurable expectations for activity, pipeline, conversion, assets and revenue.
• Running consistent individual reviews and maintaining reliable management information.
• Identifying the reasons behind strong or weak performance and agreeing appropriate actions.
• Coaching advisers through client conversations, opportunity progression and business development.
• Building structured onboarding, training and development plans.
• Working with the relevant regulated teams on competence assessment and appropriate sign off.
• Distinguishing between an individual performance issue, an operational bottleneck and a weakness in the proposition.
• Addressing sustained underperformance fairly and decisively.
• Supporting strong performers, retaining good people and sharing effective practices across the team.
• Reporting clearly to the Board on progress, forecasts, risks and required decisions.

This is a hands on leadership position. You will be expected to know the advisers, understand their pipelines and remain close to the detail.

3) Proposition feedback and development: approximately 15%

You will bring practical insight from adviser recruitment, adviser activity and client requirements into the development of the group’s proposition. Your responsibilities will include:

• Identifying what helps advisers win and retain suitable business, and where the proposition needs improvement.
• Gathering clear feedback on investment solutions, platforms, service and operational support.
• Helping prioritise improvements according to adviser needs and commercial impact.
• Working with investment, operational and compliance colleagues to improve how the proposition is explained and delivered.
• Ensuring advisers understand the solutions available and the clients for whom they may be appropriate.

Investment decisions, product approval and regulatory responsibilities remain with the relevant authorised teams. Marketing is managed separately from this role.

WHAT WE ARE LOOKING FOR

• Direct experience managing financial advisers or comparable regulated revenue producers.
• A demonstrable record of recruiting experienced advisers and helping them become productive.
• Practical experience of coaching, training and improving adviser performance.
• An understanding of both employed and self employed adviser models.
• The ability to assess the quality and commercial potential of an adviser’s business.
• Strong organisation, follow through and confidence using CRM systems and management information.
• Working knowledge of financial planning, model portfolios, discretionary investment management, platforms and wrappers.
• Sound judgement around client outcomes, advice quality and the responsibilities of a regulated business.
• The confidence to challenge constructively while building trust with advisers and colleagues.
• An appetite for personal accountability and an evolving, entrepreneurial environment.

Relevant financial planning or investment qualifications would be advantageous. Experience across European markets would also be useful, although strong UK adviser recruitment and management experience is central to the appointment.

You will not be required to bring a personal client book or provide financial advice yourself. The focus is on recruiting, developing and leading the advisers who do.

WHAT SUCCESS WILL LOOK LIKE

During the initial months, you will understand the existing adviser population, establish clear commercial priorities and introduce a consistent recruitment and performance review process. You will build a credible recruitment pipeline, progress appointments, improve onboarding and create visibility over adviser activity, productivity and revenue.

WHY CONSIDER THE OPPORTUNITY?

• Ownership of an adviser population and the opportunity to grow it.
• Direct access to the Board and influence over commercial decisions.
• Scope to build the recruitment, development and performance function.
• Exposure to a wider international wealth management group.
• Performance related remuneration.
• Potential progression to Global C Suite position, subject to delivery and suitability for the broader remit.

APPLY CONFIDENTIALLY

Please apply through LinkedIn or contact Zak James at James & Partners Talent with your CV and a brief overview of your adviser recruitment and leadership experience. Initial discussions will be confidential. Further information about the client and its proposition will be shared at the appropriate stage of the process.