Senior Financial Planning Leader - Adviser Development

Energy Jobline ZR; Glasgow; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Significant bonus

Wellbeing program

Flexible benefits

Job summary

Energy Jobline ZR in Scotland is seeking a visionary Financial Planning Manager to oversee a team of advisers, shaping performance, development, and high standards of client service within a regulated environment.

The role blends strategic direction with hands-on leadership, coaching individuals from junior to senior levels, ensuring compliant delivery, strong client outcomes, and continuous capability growth across the department.

Qualifications

• Experience leading financial advisers in a regulated environment.
• Strong understanding of advisory processes and client relationships.
• Proven track record of developing talent and driving performance.

Responsibilities

• Set performance objectives aligned to business goals.
• Coach and mentor advisers across career stages.
• Drive overall team performance against targets.
• Use analytics to identify opportunities and improvements.
• Collaborate with operations and tech teams to ensure service delivery.
• Design learning and development initiatives.
• Oversee regulatory sign-off within defined permissions.
• Uphold regulatory standards and governance.
• Support implementation of regulatory controls.

Skills

Leadership

People management

Coaching

Regulatory knowledge

Performance management

Financial advice processes

Education

Level 4 qualification in regulated financial advice

Job description

Energy Jobline ZR in Scotland is seeking a visionary Financial Planning Manager to oversee a team of advisers, shaping performance, development, and high standards of client service within a regulated environment.

The role blends strategic direction with hands-on leadership, coaching individuals from junior to senior levels, ensuring compliant delivery, strong client outcomes, and continuous capability growth across the department.