Senior Manager

Swiss Life; City of Edinburgh; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

25 days annual leave

Life assurance – 4× annual salary

Flexible voluntary benefits

Employee assistance programme

Job summary

Swiss Life is seeking a Senior Manager in Edinburgh to lead their financial advisers. This role includes developing business plans, coaching advisers, and maintaining regulatory compliance.

The ideal candidate must possess a Level 4 Diploma in Regulated Financial Planning and have significant managerial experience within a regulated environment. Benefits include competitive salary, bonus, and comprehensive training programs.

Qualifications

• Significant managerial experience leading independent financial advisers.
• Strong knowledge of FCA regulatory framework.
• Adept at working in a fast-paced environment.

Responsibilities

• Develop objectives and business plans for team members.
• Conduct regular coaching sessions and observations.
• Identify and act on growth opportunities via data.

Skills

Team performance management

Coaching and mentoring

Data analysis

Regulatory compliance

Strong advisory knowledge

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

J07 supervision qualification

Job description

Chase de Vere is a national independent financial advice firm established in 1969, offering whole‑market solutions and expert advice to individuals and businesses. The Senior Manager role leads our financial advisers, driving performance, coaching excellence and ensuring regulatory compliance.

Senior Manager – Responsibilities

• Develop objectives and business plans for team members.
• Coaching and mentoring advisers to meet and exceed business objectives.
• Hold responsibility for overall team performance and deliverables.
• Coordinate closely with Operations, Paraplanning Managers and senior leadership.
• Implement effective training and development programmes.
• Maintain FCA Statement of Principles and Code of Practice compliance.
• Conduct regular observations, one‑to‑one meetings and coaching sessions.
• Identify and act on growth opportunities via data analysis and market research.

Qualifications & Experience

• Level4 Diploma in Regulated Financial Planning (DipPFS) – essential.
• Equivalent judging of supervision in a regulated environment (J07) – distinct advantage.
• Significant managerial experience leading independent financial advisers.
• Strong knowledge of the advisory process and FCA regulatory framework.
• Proven commercial acumen with the ability to deliver outcomes through others.
• Flexible coaching style suitable for advisers of varied experience levels.
• Adept at working in a fast‑paced environment while fostering positive team relationships.

Benefits

• Competitive salary with an annual bonus.
• 25 days annual leave (increases to 30 days with service) plus Bank Holidays.
• Contributory pension scheme.
• Life assurance – 4× annual salary.
• Comprehensive induction and training programme; funded exams and paid study leave.
• Flexible voluntary benefits (e.g., additional holiday days, cycle‑to‑work, paid volunteering).
• Employee assistance programme with 24/7 helpline.
• Access to free mortgage service via internal mortgage team.
• Employee forum and Diversity & Inclusion group; company events supporting charities.

To learn more about the growth and culture at Chase de Vere, visit our website or contact our recruitment team.