Overview
As Senior Manager, you will lead a team of Financial Advisers across experience levels, shaping performance and development in a regulated, client-focused setting. You will coach, monitor outcomes, and collaborate with operations to ensure compliant, high-quality financial advice. This role sits within a well-established advisory firm known for its supportive culture and focus on professional growth. You will drive impactful training and performance improvements while maintaining adviser wellbeing and client service excellence.
Pay / Benefits
- Competitive salary + quarterly performance bonus
- 25 days holiday (rising to 30) + bank holidays
- Pension contribution, private health care allowance, life assurance
- Funded professional development, including exams & study leave
- Employee Assistance Programme, volunteering days & wellbeing perks
- Cycle-to-work scheme and options to buy extra leave
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
- Oversee performance, regulatory compliance and development of advisers
Key requirements
- Level 4 Diploma in Regulated Financial Advice (DipPFS)
- 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
- coaching and development mindset
- collaborative leadership
- strong communication
- regulatory compliance (FCA)
- data analysis
- advisory process knowledge
Scotland Regional Manager in Edinburgh employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
