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- Tasks: Lead and develop a team of Financial Advisers to achieve outstanding results.
- Company: Established independent financial advisory firm with a supportive culture.
- Benefits: Competitive salary, quarterly bonus, flexible working, and comprehensive benefits.
- Why this job: Make a real impact by coaching and mentoring aspiring financial professionals.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and proven management experience.
- Other info: Dynamic role with excellent career growth and professional development opportunities.
The predicted salary is between 36000 - 60000 £ 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. 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
IFA Senior Manager employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Senior Manager
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Manager role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to financial advice. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your leadership skills! When you get the chance to discuss your experience, highlight how you've developed others and driven performance in previous roles. We want to see that you can motivate a team of Financial Advisers!
✨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 IFA Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Manager role. Highlight your leadership experience in financial services and any coaching roles you've had. We want to see how you can drive performance and develop others!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how your leadership style can motivate a diverse team. Be sure to mention your understanding of FCA requirements and how you plan to maintain high compliance standards.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to manage and coach Financial Advisers. Use metrics where possible to show how you’ve driven results and improved team performance. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you’re well-versed in the financial advisory process and FCA requirements. Brush up on your Level 4 Diploma knowledge and be ready to discuss how you've applied it in real-world scenarios. This shows you’re not just qualified, but also experienced.
✨Showcase Your Leadership Style
Since this role is all about leading a team, think about examples that highlight your coaching and mentoring abilities. Prepare to share specific instances where you’ve helped advisers improve their performance or navigate challenges.
✨Be Results-Driven
Demonstrate your commercial acumen by discussing past achievements. Bring data or examples that showcase how you’ve driven performance and met business goals. This will help illustrate your results-driven mindset.
✨Emphasise Collaboration
This role involves working closely with operational and technical support teams. Be prepared to talk about how you’ve successfully collaborated in the past, and how you plan to foster a collaborative environment within your new team.
