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Diploma Qualified Financial Adviser On-Boarding Manager

Key Job Features

Job Type: Permanent
Reference: TX/893563
Location: South West (Bristol, Cardiff and Exeter).
Other: + Car or Car Allowance + Bonus + Benefits (OTE £100k)


Our client is one of the UK’s largest and best-known Wealth Management businesses with a reputation for a high level of customer service and satisfaction.

It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support inexperienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.  

The role encompasses a mix of sales coaching, supervision and development to ensure that Advisers provide high quality advice on an on-going basis. 

If you are Diploma qualified with a strong track record in Financial Services and a good understanding of the Advisory market (perhaps as an Adviser) and wish to be considered for this role, please submit your CV to quoting reference TX/893563 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

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