Regional Financial Advice Manager

Skipton Building Society; City Of London; Remote; GBP 95,000; Full time

Job summary

A prominent mutual organisation in the UK seeks a Regional Financial Adviser Manager to lead and develop a team of Senior Financial Advisers. This role involves delivering financial advice across pensions, investments, and inheritance tax planning while ensuring compliance and fostering excellent customer service. Candidates should have Level 4 Diploma qualification and experience in a regulated financial environment. Flexible working and a competitive OTE of £95,000 are offered.

Benefits

Discretionary annual bonus scheme

25 days annual leave plus bank holidays

Matching employer pension contribution

Colleague mortgage opportunities

Salary sacrifice scheme for cars

Qualifications

• Experience supervising in a Regulated Environment.
• Managing a team and delivering performance feedback.
• Experience in financial advising: pensions, investments, inheritance tax.

Responsibilities

• Develop and support your team of Senior Financial Advisers.
• Deliver financial advice to new and existing customers.
• Ensure compliance with regulatory standards.

Skills

Leadership

Excellent communication

Coaching and performance management

Customer service focus

Flexible and adaptable

Education

Level 4 Diploma

Job description

Overview

Hours: Full time Permanent, 35 hours, Monday to Friday. Closing Date: Mon, 22 Sept 2025. As a Regional Financial Adviser Manager, you’ll develop your team of Senior Financial Advisers to help them assist our customers, ensuring they receive the highest levels of service and provide them with solutions in the fields of investments, pensions, inheritance tax planning and decumulation. To succeed, you’ll need to be fully Diploma Qualified with experience of supervision within a Regulated Environment. Your experience of the financial services industry and detailed regulatory knowledge will ensure you’re able to support your Advisers to grow and develop their own knowledge and skills. You’ll need to demonstrate a commercial focus that leads to supporting outcomes that are right for our customers whilst applying clear risk management and quality controls.

Who Are We?

Not just another building society. Not just another job. We\'re the fourth biggest building society in the UK and what makes us a bit different is that we\'re a mutual organisation. We don\'t have shareholders; we\'re owned by our members. Our colleagues say Skipton\'s a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do. Whatever your background, and whatever your goals, we\'ll help you take the next step towards a better future.

What’s In It For You?

Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space. We have a range of other benefits available to you including:

• Discretionary annual bonus scheme
• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
• Holiday trading scheme allowing the ability to buy and sell additional annual leave days
• Matching employer pension contribution (up to 10% per annum)
• Colleague mortgage (conditions apply)
• Salary sacrifice scheme for hybrid & electric car

OTE £95,000

What Will You Be Doing?

Working with branch teams and Senior Financial Advisers to deliver financial advice to new and existing customers, including pensions, investments, inheritance tax planning and decumulation. The role is remote based with capability to travel across our Southern Region, with the region covering South of Birmingham.

What Do We Need From You?

You must be level 4 Diploma qualified and have been successfully supervising in a Regulated Environment, ideally with experience in pensions, investment, inheritance tax and decumulation advice. You will also have been managing a team, delivering feedback to coach and drive their performance. You will be confident delivering training where applicable and need to be an excellent communicator, whether that’s helping a colleague in one of our branches, or working objectively with a key stakeholder. A proven leader with a passion for delivering excellent customer service, experience of working to targets and building relationships with others. The ability to maintain strict quality and compliance standards. Flexible and adaptable to change and new technology.