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About the Role

The Practice Management Business Partner empowers Wealth Managers and their teams to build more efficient, scalable, and client-centric practices by blending business coaching, practice development, and Wealth Manager enablement.

Responsibilities

• Deliver structured and ad-hoc coaching to Wealth Managers, branch teams, and leadership, supporting strategic business planning, client experience, growth strategies, and succession planning.
• Provide high-level coaching to top-performing advisers and their teams, focusing on scale, efficiency, and long-term business value.
• Facilitate workshops, group programmes, and development sessions using Practice Intelligence tools and external best-practice frameworks.
• Conduct structured reviews of adviser practices, identifying gaps in marketing, client service, operations, and team structure.
• Contribute to the creation and refinement of coaching materials, toolkits, and learning resources.
• Partner with Divisional Directors, Branch Supervision, Marketing, and leadership teams to diagnose development needs and design targeted interventions.
• Provide feedback, track progress, and support advisers in achieving business-plan milestones and professional-development goals.
• Represent the Practice Intelligence function at conferences, regional meetings, and adviser development events.

Requirements

• Experience in wealth management, financial advice, or professional-services coaching.
• Experience delivering training, consulting, or adviser-development programmes.
• Business coaching qualification (e.g., EMCC, ICF, AC) (preferred).
• Degree or equivalent level education (preferred).

Skills

• Strong background in business coaching, practice management, or adviser development.
• Confident delivering workshops, training sessions, and keynote-style presentations.
• Understanding of the wealth manager journey, client-service models, marketing approaches, and operational structures.
• Ability to assess wealth manager practices, identify opportunities, and recommend actionable improvements.
• High emotional intelligence, strong communication skills, and the ability to influence without authority.
• Comfortable working in a fast-paced environment with diverse adviser personalities and business models.

Benefits

• Full training on Practice Intelligence tools, frameworks, and methodologies.
• Support toward coaching qualifications and ongoing professional development.
• Access to internal and external best-practice resources to enhance coaching capability.