Adviser Development Manager

Permanent employee, Full-time · Canary Wharf, London

Your mission

We are looking for a dynamic and experienced Wealth Advisory Development Manager to lead a team of up to 10 Wealth Advisers. In this pivotal role, you will be responsible for driving performance, fostering professional development, and ensuring exceptional client service.

Key Responsibilities:

Oversee the day-to-day performance management of the wealth advisory team.
Provide coaching, mentoring, and training to enhance adviser development.
Set and monitor KPIs and targets, ensuring continuous improvement.
Support advisers in delivering high-quality financial solutions to clients.
Collaborate with senior leadership to implement best practices and strategies to enhance performance

Your profile

To be successful in your application you will need;

Industry Certifications– Preferred qualifications include:
- Investment Advice Diploma (IAD)
- Chartered status would be advantageous
Industry experience - Minimum 5+ years in wealth management, financial planning, or investment advisory roles.
Leadership and Performance Management – Demonstrate success in leading teams, coaching advisers, and driving results.
Client Relationship Management – Strong ability to cultivate relationships with high-net-worth clients and strategic partners.

Preferred Skills & Knowledge:

Strategic Thinking & Business Development – Capacity to develop growth strategies and implement best practices for adviser success.
Regulatory Knowledge – Solid understanding of financial laws, compliance, and ethical standards within wealth advisory in the UK.
Tech & Digital Fluency – Familiarity with wealth management software, CRM systems, and financial modeling tools.

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Why us?

We are passionate about building long lasting relationships with our clients and their families in order to provide quality financial advice. With a focus on service, we go above and beyond for our clients to ensure that we plan for their future.

Compensation & Culture;

Competitive salary
Discretionary variable pay scheme
Medicash Health Plan
Life Assurance policy
Income Protection
24 days holiday - increasing with service
Additional leave for your Birthday/celebration
Monthly team brunches and lunches
Quarterly team social events
Hybrid working model

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About us

We’re part of Apollo Group – a fast-growing collective of specialist financial advice, business services, and client experience teams. We’re backed by one of the UK’s largest wealth networks through St. James’s Place, but we move at the pace of a startup and operate with the care of a family office.

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We look forward to hearing from you!

Thank you for your interest in Apollo Private Wealth. Please fill out the following short form.