Are you an experienced leader in financial services with a passion for developing others and driving performance? My client is seeking a Senior Manager to lead a team of Financial Advisers across varying levels of experience - from newly qualified professionals to seasoned experts.
In this dynamic and high-impact role, you'll bring strategic insight, strong coaching ability and a motivational leadership style to help your team thrive in a regulated, client-focused environment.
My client is a well-established, independent financial advisory firm known for its supportive culture, professional development and client-first ethos. With flexible working and a collaborative environment, it's a place where careers thrive. Consistently recognised for Adviser wellbeing and excellence, it's a great choice for ambitious professionals in the UK.
About the Role
As Senior Manager, you'll oversee performance, regulatory compliance and development across a team of Financial Advisers. Through one-to-one coaching, client observation, data analysis and strategic planning, you'll enable your team to deliver outstanding financial advice and client service.
What You'll Bring
- Level 4 Diploma in Regulated Financial Advice (DipPFS) - essential
- J07 or equivalent - desirable
- Proven experience managing and coaching Financial Advisers
- Strong commercial acumen and results-driven mindset
- Adaptable leadership style to support varied experience levels
- Deep understanding of the advisory process and FCA requirements
Key Responsibilities
- Develop business plans and set individual objectives
- Coach and mentor to enhance Adviser capability and outcomes
- Take ownership of team performance against business goals
- Collaborate with operational and technical support teams
- Drive training initiatives and maintain high compliance standards
Benefits Include
- Competitive salary + quarterly performance bonus
- 25 days holiday (rising to 30 with service) + bank holidays
- Pension contribution, private health care allowance, life assurance
- Funded professional development, including exams & study leave
- Employee Assistance Programme, volunteering days & wellbeing perks
- Options to buy extra leave, cycle-to-work scheme and more
Ready to make a real impact?
If you're a collaborative and inspirational leader ready to guide and grow a high-performing team, apply today with your CV.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Scotland Regional Manager in Glasgow employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Scotland Regional Manager in Glasgow
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