Financial Adviser Performance Coach

Financial Adviser Performance Coach

Before applying for this role, please read the following information about this opportunity found below.
If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career.
In this Financial Adviser Performance Coach role, you will work closely with Financial Planners across the business, supporting them to deliver consistently high quality advice through practical coaching, training and development. Rather than acting as a compliance sign off, you will focus on helping their Planners do things right first time by building confidence, consistency and capability.
This is a people led position and suits someone who enjoys presenting, influencing and developing experienced professionals. As a Financial Adviser Performance Coach, your work will be varied and will include one to one coaching, group sessions, onboarding support and involvement in wider adviser improvement initiatives as the business continues to grow.
Typical responsibilities include:
Delivering one to one and group coaching sessions, virtually and face to face
Supporting adviser induction and ongoing professional development
Reviewing performance trends and identifying development priorities
Working collaboratively with internal teams to promote consistent advice standards
Contributing to projects linked to adviser growth, change and improvement
This Financial Adviser Performance Coach job offers genuine visibility, influence and the opportunity to shape adviser performance across the business.
Financial Adviser Performance Coach Requirements
Essential
Level 4 Diploma in Financial Planning or equivalent
Experience in financial advice, wealth management, adviser development or T and C
Strong understanding of FCA regulatory expectations
Proven experience delivering training or coaching to advisers
Desirable
Chartered status or working towards this
J07 qualification
Experience supporting multi site or growing advice teams
The Company
You will be joining a well established and growing financial planning organisation with a strong focus on adviser development, high advice standards and continuous improvement. The business has a collaborative culture and places real value on developing its people.
Financial Adviser Performance Coach Benefits
Salary £50,000 to £60,000 depending on experience
£5,000 car allowance
Remote working with need for travel
28 days holiday plus bank holidays, rising with service
Private medical insurance, income protection, life assurance and pension
Discretionary bonus scheme
Ongoing professional development support
Location
Candidates can be based anywhere across Central or South England, with regional travel required as part of the role.
If you are passionate about adviser development and want a role where your impact is visible, apply now for this Financial Adviser Performance Coach job.
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