At a Glance
- Tasks: Lead and develop a team of Financial Advisers to achieve outstanding client service.
- Company: Well-established independent financial advisory firm with a supportive culture.
- Benefits: Competitive salary, quarterly bonuses, generous holiday, and funded professional development.
- Other info: Flexible working options and excellent career growth opportunities.
- Why this job: Make a real impact by coaching and driving performance in a dynamic environment.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and proven experience in managing teams.
The predicted salary is between 60000 - 75000 € per year.
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. 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.
- Level 4 Diploma in Regulated Financial Advice (DipPFS) – essential
- Proven experience managing and coaching Financial Advisers
- Strong commercial acumen and results-driven mindset
- Take ownership of team performance against business goals
- Drive training initiatives and maintain high compliance standards
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 & well-being perks, ~Options to buy extra leave, cycle-to-work scheme, and more.
Accounts & Sales Co-ordinator employer: IDEX Consulting Ltd
My client is an exceptional employer, offering a supportive culture that prioritises professional development and a client-first ethos. With flexible working arrangements and a collaborative environment, employees are empowered to thrive in their careers while enjoying competitive benefits such as a performance bonus, generous holiday allowance, and comprehensive health care options. This independent financial advisory firm is dedicated to fostering growth and well-being, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts & Sales Co-ordinator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since our client is all about a supportive environment, be ready to discuss how you can contribute to that ethos and help develop others.
✨Tip Number 3
Showcase your coaching skills! During interviews, share specific examples of how you've successfully developed team members in the past. This will highlight your leadership style and align with the role's requirements.
✨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 and engaged in their job search.
We think you need these skills to ace Accounts & Sales Co-ordinator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your leadership experience in financial services and any coaching roles you've had, as this is key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for developing others and driving performance. Share specific examples of how you've motivated teams in the past.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma in Regulated Financial Advice (DipPFS) prominently. This is essential for us, so make it stand out in your application!
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 IDEX Consulting Ltd
✨Know Your Numbers
Make sure you brush up on your financial knowledge and metrics relevant to the role. Be prepared to discuss how you've driven performance in previous positions, using specific examples and data to back up your claims.
✨Showcase Your Coaching Skills
Since the role involves managing and coaching Financial Advisers, think of instances where you've successfully developed others. Prepare to share stories that highlight your leadership style and how you've motivated teams to achieve their goals.
✨Understand the Company Culture
Research the firm’s ethos and values. Be ready to explain how your personal values align with their client-first approach and supportive culture. This will show that you're not just a fit for the role, but also for the company.
✨Prepare Questions
Have insightful questions ready to ask at the end of the interview. This could be about their training initiatives or how they measure success within the team. It shows your genuine interest in the role and helps you assess if it’s the right fit for you.
