Trainee Adviser Manager

Purpose of the Role

Programme Leadership

• Lead the Amicus Adviser Programme from recruitment through Competent Adviser Status.
• Design, coordinate, and continuously improve the Amicus Adviser Academy with the Executive Sponsor and People and Culture team.
• Deliver induction and classroom-based training.
• Develop and maintain academy curriculum and learning materials with the Learning and Development Specialist.
• Ensure consistency across all trainee cohorts.

People Management and Coaching

• Act as formal line manager for Trainee Advisers, Associate Advisers, and Consultants.
• Conduct regular one-to-one meetings and complete probation, performance, and development reviews.
• Manage annual leave, sickness absence, wellbeing, promotions, and career progression.
• Identify and manage performance concerns alongside Pod Leaders.

Learning and Development

• Coordinate classroom-based technical training and professional qualifications.
• Ensure trainees are on track to complete the Level 4 Diploma in Financial Planning.
• Approve examination bookings and study plans.
• Coordinate training on Xplan, operational processes, Xplan coaching, and One Best Way standards.

Governance and Reporting

• Produce monthly Amicus Academy management information.
• Report programme performance to directors, Monthly Business Reviews, and People and Culture.

Knowledge and Qualifications

• A degree or equivalent experience is essential.
• A Level 4 Diploma in Financial Planning is essential.
• Knowledge of wealth management, financial planning, the FCA Training and Competence framework, and the CII Diploma pathway.
• Knowledge of adviser development, the financial planning advice process, and performance management.
• A coaching qualification is desirable.

Skills

• Excellent coaching and mentoring, stakeholder management, communication, organisation, and planning skills.
• Presentation, facilitation, project and programme management, performance management, data analysis, and MI reporting skills.
• Ability to influence senior stakeholders and build high-performing teams.
• Commercial awareness and a continuous improvement mindset.

Reporting Structure

• Reports to an Amicus Director.
• Direct reports include Trainee Advisers, Associate Advisers, and Consultant Advisers.
• Pod Leaders or Team Leaders retain responsibility for day-to-day work allocation, coaching, and client delivery.