Scotland Regional Manager

IDEX Consulting Ltd.; City of Edinburgh; On-site; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary + quarterly bonus

25 days holiday (+5 with service)

Pension contribution

Private health care allowance

Life assurance

Funded professional development (exams

study leave

Employee Assistance Programme

Volunteering days & wellbeing perks

Cycle-to-work scheme

Job summary

IDEX Consulting Ltd. in Edinburgh is seeking a Senior Manager to lead a team of Financial Advisers across experience levels, delivering high-quality financial guidance in a regulated environment.

You will coach, develop and drive performance, overseeing regulatory compliance and business planning while partnering with operations and technical support teams. This role offers flexibility, a supportive culture and ongoing professional development, with a competitive package and a quarterly bonus.

Qualifications

• Level 4 Diploma in Regulated Financial Advice (DipPFS) is essential.
• J07 or equivalent is desirable.
• Proven experience managing and coaching Financial Advisers.
• Strong commercial acumen and results-driven mindset.
• Adaptable leadership to support varied experience levels.
• Deep understanding of the advisory process and FCA requirements.

Responsibilities

• Develop business plans and set individual objectives.
• Coach and mentor to enhance Adviser capability and outcomes.
• Take ownership of team performance against business goals.
• Collaborate with operational and technical support teams.
• Drive training initiatives and maintain high compliance standards.

Skills

Coaching

Leadership

Regulatory compliance

FCA knowledge

Commercial acumen

Education

DipPFS Diploma

Job description

Are you an experienced leader in financial services with a passion for developing others and driving performance? My client is seeking a Senior Manager to lead a team of Financial Advisers across varying levels of experience - from newly qualified professionals to seasoned experts.

In this dynamic and high-impact role, you'll bring strategic insight, strong coaching ability and a motivational leadership style to help your team thrive in a regulated, client-focused environment.

My client is a well-established, independent financial advisory firm known for its supportive culture, professional development and client-first ethos. With flexible working and a collaborative environment, it's a place where careers thrive. Consistently recognised for Adviser wellbeing and excellence, it's a great choice for ambitious professionals in the UK.

About the Role

As Senior Manager, you'll oversee performance, regulatory compliance and development across a team of Financial Advisers. Through one-to-one coaching, client observation, data analysis and strategic planning, you'll enable your team to deliver outstanding financial advice and client service.

What You'll Bring

• Level 4 Diploma in Regulated Financial Advice (DipPFS) - essential
• J07 or equivalent - desirable
• Proven experience managing and coaching Financial Advisers
• Strong commercial acumen and results-driven mindset
• Adaptable leadership style to support varied experience levels
• Deep understanding of the advisory process and FCA requirements

Key Responsibilities

• Develop business plans and set individual objectives
• Coach and mentor to enhance Adviser capability and outcomes
• Take ownership of team performance against business goals
• Collaborate with operational and technical support teams
• Drive training initiatives and maintain high compliance standards

Benefits Include

• Competitive salary + quarterly performance bonus
• 25 days holiday (rising to 30 with service) + bank holidays
• Pension contribution, private health care allowance, life assurance
• Funded professional development, including exams & study leave
• Employee Assistance Programme, volunteering days & wellbeing perks
• Options to buy extra leave, cycle-to-work scheme and more

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.