Financial Adviser Team Manager

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, you'll sit alongside advisers as a peer leader, coach, and performance driver — someone who brings clarity, energy, and accountability.

You'll 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 you'll 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

We're 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.