Senior Manager, Financial Advisers — Growth & Coaching

IDEX Consulting Ltd.; Belfast City District; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Pension contribution

Private health care allowance

Life assurance

Funded professional development

Exams and study leave

Job summary

IDEX Consulting Ltd. is seeking a Senior Manager to lead a team of Financial Advisers and back-office colleagues across varied experience levels. You will guide performance, coach individuals, analyse data, and plan strategically to deliver high-quality financial advice and client service in a regulated, client-first setting.

The role emphasizes development, leadership, and collaboration within a flexible, supportive culture that values adviser well-being and professional growth in the UK market.

Qualifications

• Level 4 Diploma in Regulated Financial Advice (DipPFS) is essential.
• Proven experience managing and coaching Financial Advisers.
• Strong commercial acumen and results-driven mindset.
• Deep understanding of the advisory process and FCA requirements.

Responsibilities

• Develop business plans and set individual objectives.
• Coach and mentor advisers to enhance capability and outcomes.
• Take ownership of team performance against business goals.
• Collaborate with operations and technical support teams.
• Drive training initiatives and maintain high compliance standards.

Skills

Coaching leadership

Commercial acumen

FCA knowledge

Advisory process

Education

DipPFS Level 4

Job description

IDEX Consulting Ltd. is seeking a Senior Manager to lead a team of Financial Advisers and back-office colleagues across varied experience levels. You will guide performance, coach individuals, analyse data, and plan strategically to deliver high-quality financial advice and client service in a regulated, client-first setting.

The role emphasizes development, leadership, and collaboration within a flexible, supportive culture that values adviser well-being and professional growth in the UK market.