7IM
Trainee Adviser Manager
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About The Role
Purpose
To lead and manage the Trainee Adviser Programme, providing end-to-end ownership of the Academy and ensuring a consistent, high-quality development experience from recruitment through to Competent Adviser Status (CAS).
The Trainee Adviser Manager will have formal line management responsibility for Trainee Advisers, Associate Advisers, and Consultants, overseeing their professional development, qualifications, performance, wellbeing, and career progression.
Whilst this Manager retains overall accountability for each trainee’s development journey, day-to-day work allocation, operational coaching, and client servicing remain the responsibility of the relevant Pod Leader.
The role is responsible for ensuring the Amicus Adviser Academy delivers technically competent, commercially capable advisers whilst maintaining high standards of advice quality, operational excellence, and governance.
Responsibilities
Programme Leadership
- Lead the Amicus Adviser Programme, supporting recruitment through to Competent Adviser Status (CAS)
- Working with the Executive Sponsor & People and Culture team to design, coordinate, and continuously improve the Amicus Adviser Academy
- Deliver Amicus Academy induction programmes and classroom-based training
- Work with the Learning & Development Specialist to develop and maintain the Amicus Academy curriculum and learning materials
- Ensure consistency across all trainee cohorts
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People Management & Coaching
- Act as the formal line manager for Trainee Advisers, Associate Advisers, and Consultants
- Conduct regular one-to-one meetings
- Complete probation, performance, and development reviews
- Manage annual leave, sickness absence, and wellbeing
- Support promotions and career progression
- Identify and manage performance concerns alongside Pod Leaders
Learning & Development
- Support with coordination of classroom-based technical training
- Coordinate professional qualifications, ensuring Trainees are on track to complete their Level 4 Diploma in Financial Planning
- Approve examination bookings and study plans
- Work with the Operations team to ensure Trainees receive training on:
- Xplan
- Operational business processes and standards
- Xplan coaching and support
- One Best Way standards
Governance & Reporting
- Produce monthly Amicus Academy MI
- Report programme performance to Directors, Monthly Business Reviews, and People & Culture
About You
Knowledge
- Degree or equivalent experience is essential
- Level 4 Diploma in Financial Planning is essential
- Coaching qualification is desirable
- Wealth Management and Financial Planning industry
- FCA Training & Competence framework
- CII Diploma pathway
- Adviser development
- Financial planning advice process
- Performance management
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Qualifications
- Degree or equivalent experience is essential
- Level 4 Diploma in Financial Planning is essential
- Coaching qualification is desirable
Skills
- Excellent coaching and mentoring
- Strong stakeholder management
- Commercial awareness
- Presentation and facilitation skills
- Project and programme management
- Performance management
- Data analysis and MI reporting
- Excellent organisation and planning
- Ability to influence senior stakeholders
- Strong communication skills
- Ability to build high-performing teams
- Continuous improvement mindset
Reporting
- Reports to an Amicus Director
- Direct reports include Trainee Advisers, Associate Advisers, Consultant Advisers
- Pod Leader / Team Leader responsible for day-to-day work allocation, coaching, and client delivery of Trainee Advisers
About Us
Not Specified
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