At a Glance
- Tasks: Lead and develop a team of financial advisers to achieve high client service standards.
- Company: Established financial planning business with a focus on growth and innovation.
- Benefits: Excellent salary, significant bonuses, flexible benefits, and a strong emphasis on employee wellbeing.
- Other info: Join a dynamic leadership team with a commitment to professional growth.
- 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
The organisation is looking for a proven leader who combines technical expertise with strong people management capability. Ideal candidates will demonstrate:
- 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 and significant bonus, employee wellbeing etc and flexible benefits to name but a few. To discuss in more detail in the strictest of confidence please get in touch with Alison Curran to discuss prior to progressing.
Senior financial planning manager 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 of client service, this role offers the chance to shape the future of financial advising while enjoying an excellent salary, significant 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 financial planning manager
✨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 how you can contribute to their high standards of client service and team performance.
✨Tip Number 3
Practice your leadership stories! Be ready to share examples of how you've successfully managed teams and driven results in a regulated environment. Highlight your coaching and mentorship experiences to show you can develop talent effectively.
✨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 financial planning manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Financial Planning Manager role. Highlight your leadership experience and any relevant qualifications, like your Level 4 in regulated 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 People Skills:Since this role is all about managing a diverse group of advisers, make sure to emphasise your people management skills. Talk about how you've supported and developed individuals at different stages of their careers.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Scott
✨Know Your Numbers
As a Senior Financial Planning Manager, 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 results in previous roles.
✨Showcase Your Leadership Style
This role requires a flexible and adaptive leadership style. Prepare examples that highlight how you've successfully managed diverse teams, provided mentorship, and fostered development among financial advisers at different stages of their careers.
✨Understand Regulatory Standards
Since the position involves overseeing compliance and regulatory standards, make sure you’re familiar with the relevant regulations in the financial planning sector. Be prepared to discuss how you've ensured adherence to these standards in your past 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 teams or delivering client outcomes, and how you navigated those situations to achieve success.
