Financial Adviser Manager

NJR Recruitment is seeking a Financial Adviser Manager for a thriving wealth management business in Wakefield, offering a salary of up to £70,000 plus bonuses. The successful candidate will lead and develop a team of Wealth Planners, ensuring they meet performance targets and compliance standards. Key responsibilities include driving business development, providing support to advisers, and overseeing training and performance metrics. Applicants should have experience managing financial advisers, a strong understanding of financial planning, and excellent people management skills. The role offers significant career progression potential within a reputable firm known for its ethical practices.

*Financial Adviser Manager*
*Wakefield*
*Up to £70,000 + Bonus*
*Team Leadership | Business Development | Adviser Performance*
NJR Recruitment is currently working on an exciting opportunity for an experienced and commercially focused *Manager of Financial Advisers* to join a dynamic and growing wealth management business.
In this key role, you will take responsibility for leading, developing, and motivating a team of *Wealth Planners*, ensuring performance targets and business objectives are consistently achieved — while also contributing to strategic growth and revenue generation.
*Key Responsibilities:*
* Lead and manage a team of *regulated financial advisers*, ensuring they meet KPIs and compliance standards
* Drive *business development and revenue growth*, supporting advisers in converting opportunities and building client relationships
* Monitor individual and team performance metrics and conduct regular 1:1s and coaching sessions
* Provide technical, regulatory, and sales support to help advisers deliver exceptional advice outcomes
* Work closely with senior leadership to support regional strategy, recruitment, and operational planning
* Champion a high-performance culture while maintaining strong ethical and client-first values
* Ensure the team adheres to *FCA regulations and internal compliance frameworks*
* Identify training needs and oversee adviser development and competency tracking
*What We’re Looking For:*
* Proven experience managing a team of Financial Advisers in a *wealth management or IFA environment*
* Strong understanding of financial planning products, client segmentation, and business development strategies
* Excellent people management skills with a track record of *hitting team KPIs and driving commercial success*
* Confident in performance coaching, leadership reporting, and operational oversight
* Diploma in Financial Planning (Level 4) required; Chartered or AF qualifications desirable
* A natural leader with credibility, professionalism, and strong interpersonal skills
*What’s on Offer:*
* Base salary *up to £70,000*, depending on experience
* *Performance-related bonus* structure
* Opportunity to lead and shape a growing team
* Strong internal support structure and career development potential
* Join a well-regarded firm known for quality advice and ethical practice
* Progression opportunities to Managing Director in time
If you’re an experienced financial services leader ready to take on a pivotal role in adviser development and team success — we want to hear from you.
Apply now or contact *NJR Recruitment quoting NJR15810* for a confidential discussion.
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Job Types: Full-time, Permanent
Pay: £68,000.00-£70,000.00 per year
Work Location: In person
Reference ID: NJR15810