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- Tasks: Lead and develop a team of Financial Advisers to achieve outstanding performance.
- Company: Established independent financial advisory firm with a supportive culture.
- Benefits: Competitive salary, quarterly bonuses, generous holiday, and professional development support.
- Other info: Flexible working options and excellent career growth opportunities await you.
- Why this job: Make a real impact by coaching and guiding a diverse team in a client-focused environment.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and proven experience in managing advisers.
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.
Sales Director, Retail Planning in Scotland employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Director, Retail Planning 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. Attend industry events or webinars to meet potential employers and showcase your passion for developing others.
✨Tip Number 2
Prepare for those interviews by practising your coaching techniques. Think about how you can demonstrate your leadership style and strategic insight during the conversation. We want to see you shine, so rehearse scenarios where you've driven performance and supported team members.
✨Tip Number 3
Showcase your commercial acumen! Be ready to discuss how you've taken ownership of team performance in previous roles. Use data analysis examples to highlight your results-driven mindset and how it led to success in a regulated environment.
✨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 with our company culture. Let’s get you that dream role!
We think you need these skills to ace Sales Director, Retail Planning in Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Sales Director role. Highlight your leadership experience, coaching abilities, and any relevant financial services background to catch our eye!
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 led teams to success in a client-focused environment.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma in Regulated Financial Advice (DipPFS) and any other relevant qualifications. We want to see how you meet the essential criteria right from the start!
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. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Sales Director, you'll need to demonstrate your commercial acumen. Brush up on key financial metrics and performance indicators relevant to the role. Be ready to discuss how you've driven results in previous positions and how you plan to do the same for the team.
✨Showcase Your Coaching Skills
This role requires strong coaching abilities, so prepare examples of how you've developed others in the past. Think about specific instances where your coaching led to improved performance or compliance. Highlight your motivational leadership style and how it has positively impacted your teams.
✨Understand the Client-First Ethos
Familiarise yourself with the client-first approach that the company values. Be prepared to discuss how you would ensure your team delivers outstanding financial advice while maintaining regulatory compliance. Show that you understand the importance of client relationships in driving business success.
✨Prepare Questions That Matter
Interviews are a two-way street, so come armed with thoughtful questions. Ask about the company's approach to professional development and how they support their Financial Advisers. This shows your interest in the role and helps you gauge if the company culture aligns with your values.