Head of Adviser Development & Productivity
Core
Lead the Adviser Development Manager team to provide coaching, mentoring, and targeted support to financial advisers, ensuring they achieve Competent Adviser Status and improve productivity.
Role type
Senior people leader (Head of Adviser Development)
Builds
Sustainable early careers and high-performing adviser teams within the National and Network businesses
Domain
Wealth management / Financial advice
Required skills
Team leadership, performance management, adviser coaching, commercial focus, data analysis (MI/KPIs), regulatory compliance, stakeholder collaboration
Preferred skills
Experience with AI-enabled coaching tools, capability gap analysis, operational process improvement
Technologies
AI-enabled coaching and performance tools
Responsibilities
Lead and manage the Adviser Development Manager team; ensure consistent high-quality coaching and mentoring; drive adviser productivity and commercial performance; route to Competent Adviser Status (CAS); monitor progress using MI and KPIs; identify and remove operational blockers; promote effective use of technology and data.
Seniority
Senior, hands-on IC
