At a Glance
- Tasks: Lead and inspire a team of Financial Advisers to achieve their goals.
- Company: Join Chase de Vere, a supportive and innovative financial services firm.
- Benefits: Competitive salary, bonuses, generous holiday, and health care contributions.
- Other info: Enjoy a nurturing culture with opportunities for career progression.
- Why this job: Make a real impact by coaching and developing future financial leaders.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and managerial experience required.
The predicted salary is between 50000 - 60000 £ per year.
Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge.
As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career.
We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions.
What your role will involve
Our Senior Managers work closely with their team of Advisers to ensure that each individual meets or exceeds their quarterly and yearly business plan. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, our Senior Managers are motivated to ensure each individual in their team is delivering the best possible advice and ongoing service to their clients in a compliant manner.
Your day-to-day role
- Developing objectives and creating business plans for individuals within the team
- Coaching and mentoring Advisers to ensure business plans are met
- Taking overall responsibility for achieving cumulative team performance expectations
- Working closely with Operations and Paraplanning Managers
- Implementing effective training and development programmes
- Responsible for certain categories of business “sign off” in accordance with company requirements
- Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons
- To ensure the effective delivery of the Senior Management and Certification Regime
What you will need
- The Level 4 Diploma in Regulated Financial Advice Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage.
- Significant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge and experience of the advisory process.
- Flexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience.
- Proven success as a business leader with commercial acumen and the ability to deliver through others.
- The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.
What’s in it for you?
- A competitive salary with the opportunity to earn a quarterly bonus
- Contributory pension
- 25 days holiday (increasing to 30 with length of service), plus bank holidays
- Life assurance
- Private Health Care contribution
- Comprehensive induction and training programme
- Fully funded exams and paid study leave
- A wide range of voluntary flexible benefits to suit your individual needs
- The option to buy additional holiday days
- Cycle to work scheme
- Paid volunteering days each year, to support your local community
- Access to our free mortgage service, through our internal mortgage team
- Employee Assistance Programme with access to a 24/7 helpline
Senior Manager – Scotland in Glasgow employer: Chase de Vere Medical
Chase de Vere Medical is an exceptional employer located in the vibrant city of Manchester, offering a dynamic work environment where collaboration and compliance are at the forefront. With a strong emphasis on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members thrive in their roles while delivering outstanding service to our clients. Join us to be part of a supportive culture that values your contributions and fosters meaningful professional relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager – Scotland in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Chase de Vere Medical. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Manager – Scotland in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Chase de Vere Medical.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Chase de Vere Medical's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Chase de Vere Medical
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Chase de Vere Medical.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Chase de Vere Medical will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Chase de Vere Medical employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
