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Financial Adviser Performance Coach
Remote / Online - Candidates ideally in
Basingstoke, Hampshire County, RG21, England, UK
Listed on 2026-06-03
Basingstoke, Hampshire County, RG21, England, UK
Listing for:
Premier Jobs UK Limited
Full Time, Remote/Work from Home
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Rather than acting as a compliance sign off, you will focus on helping their Planners do things right first time by building confidence, consistency and capability. This is a people led position and suits someone who enjoys presenting, influencing and developing experienced professionals. As a Financial Adviser Performance Coach, your work will be varied and will include one to one coaching, group sessions, onboarding support and involvement in wider adviser improvement initiatives as the business continues to grow.
Typical responsibilities include:
Delivering one to one and group coaching sessions, virtually and face to face Supporting adviser induction and ongoing professional development Reviewing performance trends and identifying development priorities Working collaboratively with internal teams to promote consistent advice standards Contributing to projects linked to adviser growth, change and improvement This Financial Adviser Performance Coach job offers genuine visibility, influence and the opportunity to shape adviser performance across the business.
Financial Adviser Performance Coach Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience in financial advice, wealth management, adviser development or T and C Strong understanding of FCA regulatory expectations Proven experience delivering training or coaching to advisers Desirable Chartered status or working towards this J07 qualification Experience supporting multi site or growing advice teams The Company You will be joining a well established and growing financial planning organisation with a strong focus on adviser development, high advice standards and continuous improvement.
The business has a collaborative culture and places real value on developing its people. Financial Adviser Performance Coach Benefits Salary £50,000 to £60,000 depending on experience £5,000 car allowance Remote working with need for travel 28 days holiday plus bank holidays, rising with service Private medical insurance, income protection, life assurance and pension Discretionary bonus scheme Ongoing professional development support Location Candidates can be based anywhere across Central or South England, with regional travel required as part of the role.
If you are passionate about adviser development and want a role where your impact is visible, apply now for this Financial Adviser Performance Coach job. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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