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, contributory pension, and generous holiday allowance.
- Other info: Join a respected team and enjoy opportunities for personal and professional growth.
- Why this job: Make a real difference 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)
SENIOR MANAGER | Bury employer: AMG Search
Join a leading national financial planning firm that prioritises employee development and well-being, offering a supportive work culture where empathy and professionalism thrive. As a Senior Manager in Bury, you will benefit from hybrid working arrangements, competitive salary packages, and opportunities for career growth within a respected team dedicated to making a meaningful impact on clients' lives. With a focus on high-quality service and compliance, this role allows you to lead a talented group of Financial Advisers while enjoying a healthy work-life balance and generous holiday allowances.
StudySmarter Expert Advice🤫
We think this is how you could land SENIOR MANAGER | Bury
✨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 team. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your leadership and technical skills. Think of examples from your past experiences where you've successfully managed teams or navigated complex situations. We want to see how you can bring that expertise to our team!
✨Tip Number 3
Show your emotional intelligence during interviews. Be ready to discuss how you've supported team members through challenging times. This role is all about empathy, so let your personality shine through!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace SENIOR MANAGER | Bury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role. Highlight your experience in managing teams and delivering financial advice, especially in sensitive situations. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your leadership style and emotional intelligence. Tell us why you’re passionate about supporting vulnerable clients and how you can make a difference in our PICOP team.
Showcase Your Technical Expertise:Don’t shy away from flaunting your qualifications and technical knowledge. Mention your Level 4 Diploma and any relevant experience that demonstrates your understanding of the advisory process. We love seeing that expertise!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
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 advising and the PICOP sector. 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 helped them achieve their targets, as this is crucial for the role.
✨Empathy is Key
Since this role involves working with vulnerable clients, be prepared to discuss how you approach sensitive situations. Share experiences where your emotional intelligence made a difference in client interactions or team dynamics.
✨Ask Insightful Questions
At the end of the interview, have some thoughtful questions ready. Inquire about the team's current challenges or how success is measured within the PICOP function. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
