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- Tasks: Lead and develop a team of Financial Advisers to deliver outstanding client service.
- Company: Well-established independent financial advisory firm with a supportive culture.
- Benefits: Competitive salary, quarterly bonus, 25+ days holiday, and comprehensive health benefits.
- Why this job: Make a real impact by coaching and inspiring a high-performing team in financial services.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and proven management experience.
- Other info: Flexible working options and excellent 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.
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
- 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
- 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.
IFA Senior Manager in Scotland 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 in Scotland
✨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 Senior Manager role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to coaching and performance management. We all know that confidence is key, so the more you rehearse, the better you'll shine when it counts!
✨Tip Number 3
Showcase your leadership style! During interviews, share specific examples of how you've developed others and driven performance in previous roles. This will demonstrate your adaptability and strategic insight, which are crucial for the Senior Manager position.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace IFA Senior Manager in Scotland
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, coaching abilities, and any relevant qualifications like the Level 4 Diploma in Regulated Financial Advice.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial advice and how your leadership style can drive performance. Share specific examples of how you've developed others and achieved results in previous roles.
Showcase Your Coaching Skills: Since this role involves mentoring Financial Advisers, be sure to include examples of how you've successfully coached teams in the past. We want to see your approach to developing talent and enhancing adviser capability.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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 knowledge of the regulatory landscape and be ready to discuss how you’ve navigated compliance in your previous roles.
✨Showcase Your Leadership Style
Prepare examples that highlight your coaching abilities and how you've developed teams in the past. Think about specific instances where your leadership made a difference, especially with advisers at different experience levels.
✨Be Results-Driven
Demonstrate your commercial acumen by discussing how you’ve driven performance in previous roles. Bring data or metrics to back up your claims, showing how your strategies led to tangible results for your team or organisation.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company’s culture and values. Inquire about their approach to adviser wellbeing and professional development, as this aligns with their client-first ethos and supportive environment.
