Financial Adviser Team Manager
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Job Summary
Financial Adviser Team Manager
Up to 100K Total Package
Hybrid (3 days office / 2 home)
Fantastic office with gym swimming pool and great central London location near mainline transport links
Are you an experienced financial services professional who thrives on people performance and momentum
Do you enjoy bringing energy to a team driving results and helping others succeed
Tanager Wealth Management is looking for a Financial Adviser Team Manager to play a pivotal role in shaping the performance culture and growth of our adviser team.
Why this role stands out
- Competitive salary with bonus linked to performance
- 5% employee pension
- Private medical insurance & income protection
- A genuinely supportive high-performing team environment
- The opportunity to shape how a growing advice business scales
The role
This is not a traditional top-down management role.
Instead youll sit alongside advisers as a peer leader coach and performance driver someone who brings clarity energy and accountability.
Youll be responsible for:
- Driving team performance against key KPIs (new assets revenue conversion rates)
- Keeping the sales pipeline active structured and moving
- Supporting advisers with business development conversions and client engagement
- Producing and analysing management information and performance data
- Leading on training coaching and continuous improvement
- Supporting recruitment onboarding and team development
- Working closely with marketing compliance and operations to ensure everything runs smoothly
- Ensuring high standards across client experience and regulatory processes
What youll need
- A background in financial services (financial planning wealth management or investment management)
- Experience influencing or leading people even informally
- Strong understanding of how advisory businesses grow and win clients
- Confidence working with KPIs reporting and performance data
- A natural ability to energise motivate and connect with people
Someone who is:
- Sociable
- Enthusiastic
- Creative
- And thrives in a people-first environment
Who this role suits
This role could suit:
- A Practice Manager or Team Leader in financial services
- Someone from investment management or wealth management with strong commercial awareness
- A natural people leader who enjoys influence more than hierarchy
About Tanager Wealth Management
Tanager Wealth Management is a fast-growing 45-person financial planning firm known for high standards structured processes and a genuinely supportive culture.
We specialise in complex UK and US-connected financial planning and are regulated by both the FCA and SEC.
Despite the technical nature of our work the culture is down-to-earth inclusive and people-first a place where individuals are trusted supported and encouraged to grow.
Apply now
Were partnering with Recruitment Rebellion Limited to fill this role.
Applications are open for up to 30 days but may close early if a suitable candidate is found.
Our process is fair and inclusive. If you need adjustments let us know.
