Job description
This is a rare opportunity to join one of the UK's most respected wealth management organisations in a newly created position designed to enhance the commercial success of Financial Planners nationwide.
The firm is a recognised leader in personalised financial planning and wealth management. Its purpose is to place the power of good advice into more hands by helping clients make confident long-term decisions. Their people are at the heart of the business and the culture is built on professionalism, collaboration and a deep commitment to excellent client outcomes.
To support continued growth, they are seeking a Practice Development Manager - Financial Planning, reporting directly to the Head of Financial Planning Advice. This role is pivotal in driving adviser productivity, revenue growth and behavioural excellence across the financial planning population.
This is not a T&C role. It is a commercially focused position centred on Adviser development, growth enablement and performance improvement.
About the Role
You will lead the strategic development and delivery of coaching programmes that strengthen the capability, confidence and commercial acumen of Financial Planners. The role combines hands-on coaching, strategic leadership and performance analysis, with the aim of elevating standards of client engagement and driving consistent revenue growth across the business.
Based in London with hybrid working, you will work closely with Regional Leaders, Financial Planners and cross-functional teams to embed best practice and create a high-performance, client-centric culture.
Key Responsibilities
- Develop and implement a scalable coaching framework that enhances Adviser performance, commercial effectiveness and client engagement
- Deliver one-to-one and group coaching programmes tailored to varying levels of experience and capability
- Analyse performance data to identify trends, gaps and development opportunities
- Create and maintain tools, resources and content to support ongoing capability development
- Partner with compliance, marketing, T&C and other teams to ensure all coaching aligns with regulatory requirements and commercial objectives
- Act as a Trusted Adviser to Senior Leaders, offering insights and recommendations to support improved business performance
- Contribute to the development of a high-performance, client-focused culture across the organisation
About You
To succeed in this role, you will bring:
- A proven track record in financial planning, wealth management, or financial services sales
- Experience in a client-facing advisory role, ideally combined with coaching or sales leadership experience
- A deep understanding of the financial advice process, regulatory landscape and effective client engagement strategies
- Strong commercial acumen and the ability to influence and challenge at all levels
- Exceptional interpersonal, facilitation and communication skills
- Experience designing and delivering coaching programmes at scale
- The ability to work effectively in a fast-paced environment with multiple stakeholders
Qualifications
- Level 4 diploma in Financial Planning (or equivalent)
- Progress toward Chartered status preferred (Chartered Financial Planner advantageous)
- Coaching qualification (e.g., ILM, ICF) desirable
- Degree-level education beneficial
Why This Role Stands Out
- An opportunity to shape and lead a newly created, high-impact function
- Direct influence on the commercial performance and future success of the Adviser population
- A visible and influential role working closely with senior leadership
- Hybrid working with a London base
- A chance to join a purpose-led, client-focused organisation with a strong reputation and ambitious growth plans
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
