Senior financial planning manager

Eden Scott; Milton; On-site; GBP 85,000 - 110,000; Full time

Benefits offered by this job

Bonus potential

Flexible benefits

Career growth

Job summary

Eden Scott is recruiting a senior leader to oversee a team of financial advisers within a Scottish-based financial planning business. You will shape performance, coach talent, and ensure high standards of compliance in a regulated environment.

The role balances strategic direction with hands-on development of advisers across experience levels. You'll influence learning programs, drive meaningful client outcomes, and partner with operations to maintain service excellence while upholding

Qualifications

• A recognised Level 4 qualification in regulated financial advice.
• Proven experience managing financial advisers in a regulated environment.
• Strong understanding of advisory processes and client relationship management.
• Flexible and adaptive leadership style for varied experience levels.
• Track record of delivering results through others with commercial awareness.
• Ability to operate in a fast-moving, performance-driven setting while maintaining relationships.

Responsibilities

• Set clear performance objectives aligned to broader commercial goals.
• Provide structured coaching, mentorship, and ongoing feedback to advisers at various career stages.
• Take accountability for overall team performance against targets.
• Use insight and analytics to identify opportunities and improvements.
• Collaborate with operations and technical teams to ensure smooth service delivery.
• Design and implement effective learning and development initiatives.
• Oversee regulatory sign-off requirements within defined permissions.
• Promote and uphold regulatory standards, including conduct and governance.
• Support implementation and adherence to relevant regulatory regimes and controls.

Skills

Leadership

People management

Regulatory compliance

Financial planning knowledge

Coaching

Analytics

Education

Level 4 qualification in regulated financial advice

Tools

CRM software

Job description

Due to continued growth, a rare new opportunity has arisen to join an established and forward-thinking Financial Planning business in their Scottish leadership team to oversee their financial advisers. This position offers an opportunity to shape performance, foster development, and drive high standards of client service within a regulated environment. This management role centres on guiding a diverse group of financial advisers, from emerging talent to seasoned professionals. The successful candidate will play a pivotal part in building capability across the team, ensuring individuals are supported, challenged, and continuously developed to achieve their full potential.

Working within a collaborative and high-performing culture, the individual will influence both strategic direction and day-to-day execution, ensuring consistent delivery of compliant, high-quality client outcomes.

Key Responsibilities:

• Set clear individual performance objectives aligned to broader commercial goals
• Provide structured coaching, mentorship, and ongoing feedback to advisers at varying stages of their careers
• Take accountability for overall team performance against business targets
• Use insight, analytics and market awareness to highlight opportunities and areas for improvement
• Partner closely with operational and technical teams to ensure smooth service delivery
• Design and implement effective learning and development initiatives
• Oversee regulatory sign-off requirements within defined permissions
• Promote and uphold regulatory standards, including conduct expectations and governance frameworks
• Support the implementation and adherence to relevant regulatory regimes and controls

The organisation is looking for a proven leader who combines technical expertise with strong people management capability.

Ideal candidates will demonstrate:

• A recognised Level 4 qualification in regulated financial advice (minimum requirement)
• Substantial experience managing financial advisers in a regulated environment
• Strong understanding of advisory processes and client relationship management
• A flexible and adaptive leadership style, able to engage individuals with differing experience levels
• A track record of delivering results through others, supported by commercial awareness
• The ability to operate effectively in a fast-moving, performance-driven setting while maintaining strong relationships

In return, the successful candidate will join an organisation that places genuine emphasis on professional growth and employee wellbeing.

The package includes excellent salary, attractive and significant bonus, employee wellbeing etc and flexible benefits to name but a few.