Real Estate Development Manager leading construction projects in the healthcare & hospitality sectors for Choctaw Nation. Requires bachelor's degree, PMP certification, and 5 years of experience.
About the role
- Advice Manager guiding the future direction of our advice team at interactive investor. Leading recruitment, development, and performance management of financial advisers.
Responsibilities
- Oversee daily line management for a group of financial advisers, facilitating their performance, capabilities, and professional growth.
- Establish clear expectations, goals, and accountabilities for advisers that align with business objectives and client outcomes.
- Conduct regular one-on-one meetings, coaching sessions, and provide feedback to enhance adviser development and ensure consistent quality of advice.
- Recognize and address the development needs of advisers by creating customized growth and career plans.
- Cultivate a collaborative, high-performance environment that prioritizes professionalism, continuous learning, and client-centric results.
- Function within and uphold the T&C framework, collaborating closely with Risk and Quality Assurance teams.
- Ensure that advisers consistently meet regulatory, professional, and internal standards.
- Perform regular evaluations, observations, and reviews of adviser competencies and behaviors.
- Serve as a point of escalation for any issues concerning advice quality, conduct, or capability, facilitating prompt and effective resolutions.
- Serve as an active, client-facing Financial Adviser, maintaining competence and adhering to FCA standards.
- Provide high-quality, regulated financial advice to clients, ensuring compliance with suitability, documentation, and Consumer Duty expectations.
- Demonstrate exemplary standards in advice quality, professionalism, and client engagement.
- Ensure ongoing compliance with appropriate CPD, qualifications, and SPS requirements relevant to Financial Advisers.
- Assist in identifying, recruiting, and onboarding top-tier financial advisers who align with the values of ii Advice.
- Participate in the structured growth of the advice team while upholding standards of advice quality and culture.
- Support the early development and effective integration of new advisers into the advice team.
- Contribute practical insights to the continuous improvement of the ii Advice proposition, guided by feedback from advisers and clients.
- Encourage the use of technology and tools that enhance both adviser productivity and client experiences.
- Identify ways to streamline processes, minimize obstacles, and promote scalable, high-quality advice delivery.
Requirements
- Relevant qualifications in financial planning, such as Level 4 Diploma in Financial Advice.
- A minimum of 5 years of experience in financial services, with at least 2 years in a managerial or supervisory role.
- Strong knowledge of financial products, markets, and regulations.
- Proven ability to lead and inspire a team, creating a positive and performance-driven culture.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial information.
- Familiarity with compliance standards and financial regulations.
Benefits
- Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
- Life Assurance and Group Income Protection
- Private Medical Insurance – Provided by Bupa
- 25 Days Annual Leave, plus bank holidays
- Staff Discounts on our investment products
- Personal & Well-being Fund – Supporting your physical and mental wellness
- Retail Discounts – Savings at a wide range of high street and online retailers
- Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle
Job title
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Experience level
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Degree requirement
Location requirements
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