At a Glance
- Tasks: Lead and develop a team of Financial Advisers supporting clients through complex financial situations.
- Company: A leading national financial planning firm with a focus on empathy and professionalism.
- Benefits: Competitive salary, hybrid working, generous holiday, and professional development support.
- Other info: Join a respected team and enjoy flexible benefits and wellbeing support.
- Why this job: Make a meaningful impact in clients' lives while advancing your leadership career.
- Qualifications: Level 4 Diploma qualified with experience in managing Financial Advisers.
The predicted salary is between 95000 - 110000 £ per year.
We are working with a leading national financial planning firm to recruit a Senior Manager into their highly specialised Personal Injury & Court of Protection (PICOP) team. This is a key leadership role, responsible for managing and developing a team of Financial Advisers who support clients through complex and often life-changing circumstances. The position requires a strong blend of technical expertise, leadership capability, and emotional intelligence.
The Opportunity: You will lead a team of 14 Advisers (9 in Bury, 5 in London), ensuring the delivery of high-quality, compliant financial advice while driving both individual and team performance. This role offers the opportunity to work within a well-established and respected PICOP function, supporting vulnerable clients and helping secure their long-term financial futures. It is an environment where empathy, professionalism, and technical excellence are equally important.
Key Responsibilities:
- Lead, motivate, and develop a team of Financial Advisers across multiple locations
- Set clear objectives and create structured business plans for individuals and the wider team
- Conduct regular 1:1s, observations, and coaching sessions to drive performance
- Ensure team members meet or exceed business targets and compliance standards
- Identify opportunities for growth through data analysis and market insight
- Work closely with Operations and Paraplanning teams to deliver an efficient client service
- Oversee elements of business sign-off in line with regulatory requirements
- Support the delivery of SMCR responsibilities and maintain high professional standards
About You:
- Level 4 Diploma qualified (DipPFS/DipFA essential)
- Proven experience managing and developing Financial Advisers
- Strong technical knowledge and understanding of the advisory process
- A flexible and adaptive leadership style, able to support advisers at different stages of their careers
- Commercially astute, with a track record of delivering results through others
- Able to operate effectively in a fast-paced environment while maintaining strong stakeholder relationships
- Empathetic and professional, with an understanding of the sensitivities involved in PICOP work
- (J07 or equivalent supervision qualification would be advantageous)
What's on Offer:
- £95,000 – £110,000 basic salary + bonus
- Hybrid working (typically 3 days in the office)
- Contributory pension scheme
- 25 days holiday (increasing with service) + bank holidays
- Private healthcare contribution
- Life assurance
- Fully funded exams and structured development support
- Flexible benefits package (including holiday buy/sell, cycle to work, etc.)
- Employee Assistance Programme and wellbeing support
- Paid volunteering days
This is a rare opportunity to step into a senior leadership role within a highly specialist area of financial planning. You'll be given the platform to lead an established team, influence strategy, and make a meaningful difference to clients who require expert, compassionate advice. If you're an experienced Financial Planning Manager looking for your next step, or a Senior Adviser ready to move into leadership, we'd be keen to speak with you.
SENIOR MANAGER | Bury in Bury St Edmunds employer: AMG Search
Join a leading national financial planning firm that prioritises empathy, professionalism, and technical excellence in its work culture. As a Senior Manager in Bury, you will have the opportunity to lead a dedicated team of Financial Advisers, driving performance while making a meaningful impact on clients' lives. With a strong focus on employee growth, hybrid working options, and a comprehensive benefits package, this role offers a rewarding environment for those looking to advance their careers in a supportive and dynamic setting.
StudySmarter Expert Advice🤫
We think this is how you could land SENIOR MANAGER | Bury in Bury St Edmunds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities in the PICOP space. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to leadership and financial advising. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your emotional intelligence during interviews. Share examples of how you've supported your team through challenging situations, as this is crucial in the PICOP field. Remember, empathy is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace SENIOR MANAGER | Bury in Bury St Edmunds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Manager role. Highlight your leadership experience and any relevant qualifications, like your Level 4 Diploma, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background in managing teams can help our PICOP function thrive. Be genuine and let your personality come through.
Showcase Your Technical Expertise:We’re looking for someone with strong technical knowledge. In your application, don’t shy away from discussing your understanding of the advisory process and any relevant qualifications. This will help us see your capability in delivering high-quality advice.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity!
How to prepare for a job interview at AMG Search
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning, especially in the Personal Injury & Court of Protection space. Be ready to discuss specific cases or scenarios where you've applied your expertise, as this will show your depth of understanding and experience.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership style and how you've successfully managed teams in the past. Think about times when you've motivated advisers or driven performance through coaching and support. This is your chance to demonstrate your ability to lead a diverse team effectively.
✨Empathy is Key
Given the sensitive nature of PICOP work, be prepared to discuss how you approach client relationships with empathy and professionalism. Share stories that illustrate your emotional intelligence and how you've navigated complex situations with vulnerable clients.
✨Data-Driven Decision Making
Familiarise yourself with data analysis techniques and be ready to talk about how you've used data to identify growth opportunities in previous roles. This will show that you can not only lead but also strategically drive the business forward based on insights.
