Senior Manager, Financial Advisory Team

Chase de Vere; Scotland; Remote; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Quarterly bonus

Contributory pension

25 days holiday

Life assurance

Private Health Care contribution

Comprehensive induction and training

Fully funded exams

Flexible benefits

Cycle to work

Volunteering days

Mortgage service access

Employee Assistance Programme

Job summary

Chase de Vere is seeking a Senior Manager to lead a team of Financial Advisers, coaching and developing staff while driving business plans and compliant client service. The role requires strong leadership, regulatory knowledge and a proven track record in financial advice supervision.

You will oversee observations, one-to-one meetings and training programmes to ensure advisers achieve targets and maintain high standards across the team.

Qualifications

• Level 4 Diploma in Regulated Financial Advice required.
• Senior management experience overseeing financial advisers.
• Strong coaching and leadership skills.
• Experience with FCA principles and regulatory regimes.

Responsibilities

• Coach and mentor Advisers to meet business plans.
• Develop objectives and business plans for team members.
• Ensure delivery of quarterly and yearly targets.
• Collaborate with Operations and Paraplanning Managers.
• Support compliant practice and sign-off responsibilities.

Skills

Leadership

Coaching

Management

Data analysis

Regulatory knowledge

Education

Level 4 Diploma in Regulated Financial Advice Dip PFS

Job description

Chase de Vere is seeking a Senior Manager to lead a team of Financial Advisers, coaching and developing staff while driving business plans and compliant client service. The role requires strong leadership, regulatory knowledge and a proven track record in financial advice supervision.

You will oversee observations, one-to-one meetings and training programmes to ensure advisers achieve targets and maintain high standards across the team.