Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead and develop a team of Financial Advisers to achieve outstanding performance.
- Company: Well-established independent financial advisory firm with a supportive culture.
- Benefits: Competitive salary, performance bonuses, generous holiday, and professional development funding.
- Other info: Flexible working and excellent career growth opportunities await you.
- Why this job: Make a real impact by coaching and mentoring in a dynamic, client-focused environment.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and proven management experience.
The predicted salary is between 60000 - 80000 £ 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 well-being 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
Sales Manager employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Manager
✨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 a Sales Manager role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to managing Financial Advisers. We recommend role-playing with a friend or mentor to sharpen your responses and boost your confidence.
✨Tip Number 3
Showcase your coaching skills! During interviews, share specific examples of how you've developed others in previous roles. Highlight your ability to adapt your leadership style to different experience levels – it’s a key trait they’re looking for!
✨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 Sales Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience and coaching abilities, as these are key for the Sales Manager role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about developing others and driving performance. Share specific examples of how you've successfully led teams in the past.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma in Regulated Financial Advice (DipPFS) and any other relevant qualifications. This is essential for us to see your commitment to the financial advisory field.
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’re considered for this exciting opportunity!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Sales Manager, you'll need to demonstrate your understanding of financial metrics and performance indicators. Brush up on key figures related to sales performance, compliance rates, and team productivity. Being able to discuss these confidently will show that you’re results-driven and commercially aware.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached and developed Financial Advisers in the past. Think about specific situations where your leadership made a difference. This will highlight your ability to motivate and enhance team performance, which is crucial for the role.
✨Understand the Regulatory Landscape
Familiarise yourself with FCA requirements and how they impact the advisory process. Be ready to discuss how you ensure compliance within your team while still driving performance. This knowledge will demonstrate your strategic insight and commitment to maintaining high standards.
✨Emphasise Collaboration
Since the role involves working closely with operational and technical support teams, be prepared to talk about your experience in fostering collaboration. Share examples of how you've worked with other departments to achieve business goals, as this will show you can thrive in a supportive, team-oriented environment.