IFA Sales Manager

Reed; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company seeks an experienced Adviser Manager to lead a team in delivering high-quality client outcomes and ensuring regulatory compliance. You will manage performance and coach advisers in a dynamic environment focused on continuous improvement and teamwork. A Level 4 Diploma in Regulated Financial Planning is required, along with leadership skills and a strong understanding of financial advice processes.

Benefits

Competitive salary package including car allowance

Opportunities for professional development

Dynamic and supportive work environment

Qualifications

• Proven experience in a supervisory role within a regulated financial services environment.
• Familiarity with FCA rules, T&C frameworks, and suitability standards.
• Up-to-date CPD record.

Responsibilities

• Lead, coach, and develop a team of financial advisers.
• Monitor and manage individual and team performance against KPIs.
• Collaborate with business coaches to support adviser development.

Skills

Strong leadership and people management skills

Excellent understanding of financial advice processes

Proven ability to analyze performance data

Effective communication and coaching skills

Commercial awareness and strategic thinking

High emotional intelligence

Education

Level 4 Diploma in Regulated Financial Planning

Current Statement of Professional Standing

Job description

Adviser Manager

• Annual Salary: £60,000 - £80,000 plus £7,500 car allowance
• Location: flexible but ideally within 2 hours of Bristol
• Job Type: Full-time

We are seeking an experienced Adviser Manager to lead and manage a team of financial advisers, ensuring high standards of client outcomes, regulatory compliance, and business growth. This role is ideal for a leader passionate about developing teams within a regulated, client-focused environment.

Day-to-day of the role:

• Lead, coach, and develop a team of financial advisers to deliver excellent client outcomes.
• Monitor and manage individual and team performance against KPIs and compliance standards.
• Collaborate with business coaches and T&C supervisors to support adviser development and ensure adherence to regulatory requirements.
• Conduct regular performance reviews, suitability checks, and support the recruitment and onboarding of new advisers.
• Promote a culture of continuous improvement, integrity, and client-centricity within the team.

Required Skills & Qualifications:

• Strong leadership and people management skills.
• Excellent understanding of financial advice processes and regulatory requirements.
• Proven ability to analyse performance data and implement actionable insights.
• Effective communication and coaching skills.
• Commercial awareness and strategic thinking.
• High emotional intelligence with the ability to manage sensitive situations.
• Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent).
• Current Statement of Professional Standing (SPS).
• Proven experience in a supervisory role within a regulated financial services environment.
• Familiarity with FCA rules, T&C frameworks, and suitability standards.
• Up-to-date CPD record.

Benefits:

• Competitive salary package including a car allowance.
• Opportunities for professional development and continuous learning.
• A dynamic and supportive work environment focused on teamwork and client satisfaction.

Ideal Candidate:

• Passionate about leadership and team development.
• Thrives in a performance-driven environment and is committed to achieving excellent client outcomes.
• Values integrity, professionalism, and continuous improvement.
• Comfortable with change and ongoing learning.
• Confident in decision-making and risk management.

This role is not suitable for someone who prefers working independently without team responsibility or is uncomfortable with regulatory scrutiny and performance management.

To apply for the Adviser Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.