Practice Development Manager

At finexis, we believe long-term success comes from more than personal production. It comes from building a sustainable business, developing people, and creating opportunities for others to succeed.

We are looking for ambitious individuals who aspire to grow beyond being a successful adviser and build a thriving advisory business through leadership, team development, and business growth.

As a Practice Development Manager, you will continue to grow your personal advisory practice while building and developing your own team of advisers. This role is suited for individuals who are entrepreneurial, growth-oriented, and passionate about creating a lasting impact through people and business development.

The Practice Development Manager role is designed for individuals who want to expand their influence beyond personal success by building a team, developing future leaders, and creating a scalable advisory business.

You will leverage the finexis ecosystem, specialist expertise, technology platforms, and business support resources to grow your production, strengthen your team, and drive long‑term business growth.

• Develop and manage a portfolio of clients through holistic financial planning and wealth management.
• Build long‑term relationships with individuals, families, and business owners.
• Deliver solutions across wealth accumulation, protection, retirement, legacy planning, and business solutions.
• Continue growing your personal production and business performance.

• Identify, attract, and recruit quality individuals into the advisory profession.
• Build and grow a team aligned with your long‑term business vision.
• Support new advisers in establishing successful advisory practices.
• Create a culture of growth, accountability, and high performance.
• Coach and guide advisers towards achieving their professional and business goals.
• Identify individuals with leadership potential and support their development.
• Create opportunities for advisers to grow their capabilities and responsibilities.
• Build a pipeline of future team builders and leaders.

• Develop strategies to grow both personal and team productivity.
• Monitor and improve key business indicators relating to activity, production, recruitment, and retention.
• Identify opportunities to expand market reach and business opportunities.
• Build a sustainable and scalable business that can grow beyond individual contribution.

• Diploma or Degree from a recognised institution.
• Experience in financial advisory, wealth management, banking, insurance, sales, business development, or related industries.
• Demonstrated ability to build client relationships and drive business growth.
• Previous experience in leadership, team development, recruitment, coaching, or mentoring is advantageous.

• Entrepreneurial mindset and strong business acumen.
• Passion for building and developing people.
• Strong communication and relationship‑building skills.
• Growth-oriented with the ambition to build a sustainable business.
• Ability to inspire, influence, and develop others.
• High level of professionalism, integrity, and accountability.

• Access to specialist advisory expertise and technical resources.
• Business development support through marketing initiatives, client engagement campaigns, networking platforms, educational events, and strategic partnerships to help grow both your personal practice and your team’s business.
• Recruitment and talent attraction support.
• Digital tools and client engagement platforms.
• Practice management and business growth resources.

• Structured leadership and management development programmes.
• Mentorship from experienced business builders and industry leaders.
• Opportunities to strengthen coaching, recruitment, and team‑building capabilities.
• Investment advisory support.
• Wealth management and protection planning expertise.
• Business owner and corporate solutions capabilities.
• Technology, training, and client engagement platforms.
• Leadership and business growth pathways.

• Performance‑based rewards and recognition programmes.
• Opport