At a Glance
- Tasks: Lead and inspire financial advisers to achieve their best while ensuring compliance.
- Company: Chase de Vere, a trusted name in independent financial advice since 1969.
- Benefits: Competitive salary, bonus, generous leave, and flexible perks.
- Other info: Join a supportive culture with excellent growth opportunities and community involvement.
- Why this job: Make a real impact by coaching a dynamic team in a fast-paced environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong managerial experience required.
The predicted salary is between 49500 - 60500 £ per year.
Chase de Vere is a national independent financial advice firm established in 1969, offering whole‑market solutions and expert advice to individuals and businesses.
The Senior Manager role leads our financial advisers, driving performance, coaching excellence and ensuring regulatory compliance.
- Senior Manager – Responsibilities
- Develop objectives and business plans for team members.
- Coaching and mentoring advisers to meet and exceed business objectives.
- Hold responsibility for overall team performance and deliverables.
- Coordinate closely with Operations, Paraplanning Managers and senior leadership.
- Implement effective training and development programmes.
- Maintain FCA Statement of Principles and Code of Practice compliance.
- Conduct regular observations, one‑to‑one meetings and coaching sessions.
- Identify and act on growth opportunities via data analysis and market research.
Qualifications & Experience
- Level4 Diploma in Regulated Financial Planning (Dip PFS) – essential.
- Equivalent judging of supervision in a regulated environment (J07) – distinct advantage.
- Significant managerial experience leading independent financial advisers.
- Strong knowledge of the advisory process and FCA regulatory framework.
- Proven commercial acumen with the ability to deliver outcomes through others.
- Flexible coaching style suitable for advisers of varied experience levels.
- Adept at working in a fast‑paced environment while fostering positive team relationships.
Benefits
- Competitive salary with an annual bonus.
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays.
- Contributory pension scheme.
- Life assurance – 4× annual salary.
- Comprehensive induction and training programme; funded exams and paid study leave.
- Flexible voluntary benefits (e. g., additional holiday days, cycle‑to‑work, paid volunteering).
- Employee assistance programme with 24/7 helpline.
- Access to free mortgage service via internal mortgage team.
- Employee forum and Diversity & Inclusion group; company events supporting charities.
To learn more about the growth and culture at Chase de Vere, visit our website or contact our recruitment team.
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Senior Manager employer: Swiss Life
Chase de Vere is an excellent employer, offering a collaborative and growth-oriented work culture where you can thrive as an IFA Private Client Support Specialist. With a strong emphasis on internal training and professional development, employees are empowered to enhance their skills while contributing to a national, award-winning financial advice firm. Located in a dynamic environment, the company prioritises FCA compliance and data integrity, ensuring that you play a vital role in delivering exceptional support to Independent Financial Advisers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Senior Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swiss Life.
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Research and Reflect:Before hitting that 'apply' button on Swiss Life's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swiss Life
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swiss Life.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Swiss Life employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
