Senior Manager – Financial Advisers Coach & Lead

Swiss Life; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

25 days annual leave (increases with service)

Contributory pension scheme

Life assurance – 4 x salary

Comprehensive induction and training

Funded exams and study leave

Cycle to work Scheme

Employee Assistance Programme

Job summary

A leading financial advisory firm in the UK is seeking a Senior Manager to lead and motivate a team of Financial Advisers. The role requires significant managerial experience, particularly within financial advisory, and a Level 4 Diploma in Regulated Financial Planning. Successful candidates will implement training programs, develop business objectives, and ensure compliance in client interactions. This firm offers competitive pay and exceptional benefits including 25 days annual leave, pension scheme, and funded training opportunities.

Qualifications

• Must hold the Level 4 Diploma in Regulated Financial Planning.
• Extensive experience in managing Financial Advisers.
• Ability to work in a fast-paced environment and maintain positive stakeholder relationships.

Responsibilities

• Develop objectives and business plans for team members.
• Coach and mentor Advisers to meet performance expectations.
• Ensure compliance in service and advice delivered to clients.

Skills

Coaching

Leadership

Financial advisory knowledge

Data analysis

Education

Level 4 Diploma in Regulated Financial Planning

J07 supervision in a regulated environment or equivalent

Job description

A leading financial advisory firm in the UK is seeking a Senior Manager to lead and motivate a team of Financial Advisers. The role requires significant managerial experience, particularly within financial advisory, and a Level 4 Diploma in Regulated Financial Planning. Successful candidates will implement training programs, develop business objectives, and ensure compliance in client interactions. This firm offers competitive pay and exceptional benefits including 25 days annual leave, pension scheme, and funded training opportunities.