Senior Manager: Financial Advisers Coach & Growth

Independent Financial Advisers Limited; Glasgow; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary with quarterlybonus

Contributory pension

25 days holiday (increasing to 30) + b

Life assurance

Private Health Care contribution

Fully funded exams and paid study-lea"

Induction and training programme

Exams and study leave supported

Cycle to work scheme

Volunteer days

Job summary

Chase de Vere is seeking a Senior Manager to lead a team of Financial Advisers, coach and mentor, and drive the delivery of compliant, high-quality advice and ongoing client service. You will adapt your management style to support advisers at all career stages and ensure strong client relationships through observations, meetings and feedback.

The role emphasizes overseeing regulated individuals, delivering results through others, and aligning with FCA principles in a fast-paced environment.

Qualifications

• Level 4 Diploma in Regulated Financial Advice Dip PFS is essential.
• J07 (supervision in a regulated environment) or equivalent would be a distinct advantage.
• Significant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge of the advisory process.
• Flexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience.
• Proven success as a business leader with commercial acumen and the ability to deliver though others.
• The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.

Responsibilities

• Developing objectives and creating business plans for individuals within the team.
• Coaching and mentoring Advisers to ensure business plans are met.
• Taking overall responsibility for achieving cumulative team performance expectations.
• Working closely with Operations and Paraplanning Managers.
• Implementing effective training and development programmes.
• Responsible for certain categories of business “sign off” in accordance with company requirements.
• Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons.
• To ensure the effective delivery of the Senior Management and Certification Regime.

Skills

Leadership

Coaching

Management experience

Education

Dip PFS Level 4 Diploma

Job description

Chase de Vere is seeking a Senior Manager to lead a team of Financial Advisers, coach and mentor, and drive the delivery of compliant, high-quality advice and ongoing client service. You will adapt your management style to support advisers at all career stages and ensure strong client relationships through observations, meetings and feedback.

The role emphasizes overseeing regulated individuals, delivering results through others, and aligning with FCA principles in a fast-paced environment.