Adviser Development Partner

Adviser Development Partner

15/07/2025

To drive business growth across our adviser firms by enhancing adviser capability, increasing revenue opportunities, and improving operational efficiency. The Strategic Growth Trainer will design and deliver high-impact training and coaching interventions, working closely with advisers and business owners to build tailored development plans that align with firm-specific goals.
This role will collaborate with Regional Key Account Managers to support strategic planning and ensure our firms are equipped to deliver outstanding client outcomes. Through targeted learning experiences, coaching, and consultancy, the Strategic Growth Trainer will influence key business metrics including protection penetration, business efficiency, and client satisfaction—positioning our business as a proactive partner for life to our firms.

Responsibilities

• Support the positioning of the business as a proactive partner for life to our firms through impactful learning and development support, by designing and delivering high-impact, training sessions that enhance adviser capability and drive firm-level growth.
• Coach advisers and business owners to support the development of tailored growth plans aligned with firm objectives.
• Collaborate with Regional Key Account Managers to identify growth opportunities and implement strategic learning initiatives.
• Create and deliver engaging learning experiences using a blended approach, including face-to-face sessions, webinars, and digital content.
• Develop and maintain training materials that support increased protection penetration, business efficiency, and client satisfaction.
• Evaluate the effectiveness of learning interventions through feedback, performance data, and business outcomes, using insights to continuously improve delivery.
• Use learning platforms to manage training delivery, track CPD, and support adviser engagement.
• Liaise with Marketing and other internal teams to promote learning initiatives and ensure alignment with business messaging.
• Build strong relationships with adviser firms to understand their growth ambitions and tailor learning support accordingly.
• Contribute to the continuous improvement of the learning strategy by identifying trends, sharing insights, and adapting content to meet evolving needs.
• Embrace innovation in learning methods, while maintaining a strong emphasis on the value of in-person engagement.

    Critical behaviours required

      Competency

      Level

      Communication

      B

      Technical

      B

      Managing & leading yourself & others

      B

      Developing yourself & others

      B

      Service excellence

      C

      Commercially focused

      B

      Embracing Change

      B

      Teamwork

      B

      Personal profile

      Qualifications required 

      Essential

      • Relevant mortgage and protection qualifications (e.g., CeMAP or equivalent)
      • Driving License

      Desirable

      • Learning and Development qualification (e.g., CIPD Level 5 or equivalent)
      • Diploma in Financial Planning

        Experience required 

        Essential

        • Proven experience in financial advice provision and/or compliance, with a strong focus on mortgage and protection
        • Demonstrated success in designing and delivering in-person training and coaching interventions
        • Experience working directly with advisers and/or business owners to support capability and business growth

          Desirable

          • Professional experience within an advisory firm, demonstrating a deep understanding of adviser challenges and business operations
          • Proven ability to build and implement strategic growth plans in collaboration with firm leadership

            Our Expectations

            Our Approach to Risk Management

            • For all employees: You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.

              Three Lines of Defence Risk Management Model

              • You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.

                The Consumer Duty Principle

                • You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.

                  Information Security

                  • You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.

                  SBG’s 6 Star Service Delivery

                  • You will need to demonstrate an understanding of what 6-star service delivery means in your role. This will be evidenced through your day-to-day behaviours and performance measured against your team’s 6-star service objectives.

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                    Permanent
                    Competitive Salary
                    Field Based, UK Travel
                    Closing Date: 25/07/2025

                    Essential Skills Required

                    Excellent communication and interpersonal skills, with the ability to influence and coach advisers and business owners
                    Strong training design and delivery skills, with a focus on in-person facilitation and blended learning approaches
                    Strategic thinking and commercial awareness to support firm-level growth planning
                    Coaching and consultancy skills to support tailored development plans
                    Confident public speaking and presentation delivery
                    Strong IT competence (e.g., Microsoft Office, learning platforms, CRM tools)
                    Relationship building and stakeholder management
                    Personal effectiveness, prioritisation, and time management
                    Collaborative team player with a proactive mindset

                    Critical Knowledge Required

                    In-depth understanding of financial advice processes and business models
                    Knowledge of FCA rules, Consumer Duty, and regulatory frameworks
                    Adviser T&C and CPD requirements
                    Financial services products, with a strong emphasis on mortgage and protection permissions
                    Business growth levers: protection penetration, client satisfaction, operational efficiency
                    Familiarity with learning evaluation methods and performance metrics
                    Sesame
                    Bankhall
                    PMS
                    Sesame Bankhall Valuation Services
                    Your Learning Hub
                    The People Department

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