At a Glance
- Tasks: Lead and mentor a diverse team of financial advisers to achieve high client service standards.
- Company: Established financial planning business with a focus on growth and development.
- Benefits: Excellent salary, attractive bonuses, employee wellbeing, and flexible benefits.
- Other info: Join a culture that prioritises professional growth and employee wellbeing.
- Why this job: Shape the future of financial advice while fostering talent in a collaborative environment.
- Qualifications: Level 4 qualification in regulated financial advice and experience managing advisers.
The predicted salary is between 60000 - 80000 £ per year.
Due to continued growth, a rare new opportunity has arisen to join an established and forward‐thinking Financial Planning business in their Scottish leadership team to oversee their financial advisers. This position offers an opportunity to shape performance, foster development, and drive high standards of client service within a regulated environment.
This management role centres on guiding a diverse group of financial advisers, from emerging talent to seasoned professionals. The successful candidate will play a pivotal part in building capability across the team, ensuring individuals are supported, challenged, and continuously developed to achieve their full potential. Working within a collaborative and high‐performing culture, the individual will influence both strategic direction and day‐to‐day execution, ensuring consistent delivery of compliant, high‐quality client outcomes.
Key Responsibilities- Set clear individual performance objectives aligned to broader commercial goals
- Provide structured coaching, mentorship, and ongoing feedback to advisers at varying stages of their careers
- Take accountability for overall team performance against business targets
- Use insight, analytics and market awareness to highlight opportunities and areas for improvement
- Partner closely with operational and technical teams to ensure smooth service delivery
- Design and implement effective learning and development initiatives
- Oversee regulatory sign‐off requirements within defined permissions
- Promote and uphold regulatory standards, including conduct expectations and governance frameworks
- Support the implementation and adherence to relevant regulatory regimes and controls
- A recognised Level 4 qualification in regulated financial advice (minimum requirement)
- Substantial experience managing financial advisers in a regulated environment
- Strong understanding of advisory processes and client relationship management
- A flexible and adaptive leadership style, able to engage individuals with differing experience levels
- A track record of delivering results through others, supported by commercial awareness
- The ability to operate effectively in a fast‐moving, performance‐driven setting while maintaining strong relationships
In return, the successful candidate will join an organisation that places genuine emphasis on professional growth and employee wellbeing. The package includes excellent salary, attractive bonus, employee wellbeing and flexible benefits.
Senior manager financial planning in Glasgow employer: Eden Scott
Join a forward-thinking Financial Planning business in Scotland that prioritises professional growth and employee wellbeing. With a collaborative culture and a commitment to high standards, this role offers the chance to shape the future of financial advisory while enjoying an excellent salary, attractive bonuses, and flexible benefits tailored to support your career development and personal needs.
StudySmarter Expert Advice🤫
We think this is how you could land Senior manager financial planning in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you’re the right fit for their team and how you can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of Senior Manager in Financial Planning. Highlight your leadership style and how you've successfully guided teams in the past.
✨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 about their job search!
We think you need these skills to ace Senior manager financial planning in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Manager Financial Planning role. Highlight your leadership experience and any relevant qualifications, especially those related to financial advice.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've guided financial advisers and driven performance in previous roles. We love a good story!
Showcase Your Leadership Style:In your application, let us know about your flexible and adaptive leadership style. We want to see how you engage with individuals at different experience levels and how you foster development within your team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Eden Scott
✨Know Your Numbers
As a Senior Manager in Financial Planning, you’ll need to demonstrate your understanding of financial metrics and performance indicators. Brush up on key financial concepts and be ready to discuss how you've used analytics to drive team performance in the past.
✨Showcase Your Leadership Style
This role requires a flexible and adaptive leadership style. Prepare examples that highlight how you've successfully managed diverse teams, coached advisers at different stages of their careers, and fostered a high-performing culture. Be ready to discuss specific strategies you've implemented for team development.
✨Understand Regulatory Standards
Since this position involves overseeing compliance and regulatory standards, make sure you’re well-versed in relevant regulations. Familiarise yourself with the latest compliance frameworks and be prepared to discuss how you’ve ensured adherence in previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making abilities. Think about challenges you've faced in managing financial advisers and how you navigated those situations. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
