Description:
The primary function of Adviser Manager is to engage with the Self-Employed Adviser population of which there are a range of Advisers from established through to Advisers new, to both AFH and potentially the IFA world. The main objective being to grow both Initial Fee and Recurring Fee income whilst understanding the obstacles and challenges and using this feedback to constantly improve processes. This is to be achieved by delivering the best client advice journey and remaining focused on the Holistic Advice opportunity and delivery.
The role reports to the Adviser Director, whilst working as part of a wider Commercial Team. As an Adviser Manager, you will be expected to engage and build trusted relationships with the Advisers, in order to better understand their personal goals and objectives and how they align with the objectives of the business. The key objective being to grow New Business, Initial and Recurring Fee income in line with the agreed corporate objectives.
You will be the primary point of contact between both new & established Advisers and AFH. This relationship is key to the adviser & client experience and is delivered by a unified approach for all Advisers ensuring their success at AFH.
Key Responsibilities as our Adviser Manager will include:
- Develop Adviser skillset, knowledge and application to enable them to perform their role capably, competently and provide high quality advice and ongoing service to their clients.
- Assist Advisers in maximising their business potential within AFH and to support the achievement of AFH Corporate growth objectives.
- Provide an ongoing Development Track which inspires and encourages Advisers to engage, consult and continually enhance their advice skills, business plans, systems, marketing, quality of advice and documentation.
- Offer support and constructive ideas to the Advisers that helps to achieve the long[1]term growth and productivity needed to build and maintain a sustainable business.
- Communicate centralised group communications and ensure that Advisers understand and apply any relevant changes to business practices.
- Work as part of the wider management team in support of the business objectives.
- Provide support alongside T&C Supervisor as required for Advisers to help them achieve their professional qualifications and maintain knowledge through CPD.
- There are no direct T&C responsibilities with the role as this is undertaken by a separate supervision team. You will be expected to work closely with the team to ensure that advice meets the standards to enhance the necessary levels of skill and competence.
- Working within the commercial team to reallocate clients primarily following PBO & Acquisition.
- Supporting Adviser Director with the training and development of Trainee IFAs.
- Support with second stage Adviser Recruitment.
What we are looking for in our ideal Adviser Manager:
- QCF Level 4 qualification e.g. the CII Diploma in Regulated Financial Planning allied to strong technical and product knowledge.
- Experience and ability to challenge and increase new business levels within the self employed adviser population.
- A strong understanding of current FCA regulations.
- The skills to establish rapport with Advisers, developing trust, credibility and building meaningful long-term relationships. Understanding personal goals, motivations and plans for each business is key.
- The ability to coach and develop.
- A strong sense of commercial acumen. Act as a business consultant with Advisers to assist with their business planning, client acquisition and servicing strategies.
- An understanding of and the ability to demonstrate key financial planning skills, for example, client engagement models and processes and a knowledge of advice propositions, such as cash flow modelling.
- Demonstrable integrity and professionalism with Advisers and colleagues.
- Strong analytical skills, with the ability to analyse key performance indicators and trend analysis.
- Strong presentation skills.
- Confidence and the ability to train and support Advisers on AFH’s Quality of Advice documentation standards and coach effectively on the feedback received from Business Quality.
- The ability to ensure Advisers are supported and developed appropriately to enable suitable first-time case submissions and a robust client servicing strategy.
- The desire to maintain a working knowledge of the AFH Proposition & all products, services available to support Advisers.
- A good knowledge of best practice and the AFH support available to assist Advisers in the growth of their business.
- To build and maintain a strong relationship with key stakeholders to improve both communication and process for both the client and adviser.
- Able to build collaborative relationships and give feedback