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- Tasks: Lead and inspire a team of Financial Advisers to achieve exceptional client outcomes.
- Company: Join Chase de Vere, an award-winning independent financial advice firm.
- Benefits: Enjoy 25-30 days annual leave, competitive salary, and flexible benefits.
- Why this job: Make a real impact while developing your leadership skills in a supportive environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and managerial experience required.
- Other info: Be part of a nurturing culture with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.
Focused, motivational and inspiring. Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge.
As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career.
We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one to one meetings and feedback and coaching sessions.
WHAT YOU WILL NEED- The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage.
- Significant prior experience in a managerial role, specifically managing Financial Advisers, alongside excellent knowledge and experience of the advisory process.
- Flexible management and coaching style, enabling you to meet the needs of a team of advisers varying in experience.
- Proven success as a business leader with commercial acumen and the ability to deliver through others.
- The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.
You will work closely with your team of Advisers to ensure that each individual is striving to provide the best possible outcomes for their clients. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, you will be motivated to ensure each individual in your team is delivering the best possible advice and ongoing service to their clients in a compliant manner.
Your day-to-day role- Developing objectives and creating business plans for individuals within the team
- Coaching and mentoring Advisers to ensure business plans are met
- Taking overall responsibility for achieving cumulative team performance expectations
- Working closely with Operations and Paraplanning Managers
- Implementing effective training and development programmes
- Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons
- To ensure the effective delivery of the Senior Management and Certification Regime
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays
- Contributory pension scheme
- Life assurance – 4 x annual salary
- Comprehensive induction and training programme
- Funded exams and paid study leave
- A wide range of voluntary flexible benefits to suit your individual needs
- The option to buy additional holiday days
- Cycle to work Scheme
- Paid volunteering days each year
- Employee Assistance Programme with access to a 24/7 helpline
- Access to our free mortgage service, through our internal mortgage team
- Our Employee Forum and Diversity & Inclusion group
- Local and companywide events in support of our company charities
Senior Manager in Glasgow employer: Swiss Life
Contact Detail:
Swiss Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager in Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. The more people you know, the better your chances of landing that Senior Manager role.
✨Tip Number 2
Prepare for interviews by researching Chase de Vere inside out. Understand their values and how they empower their employees. This will help you show that you're not just a fit for the role, but for the company culture too.
✨Tip Number 3
Practice your leadership stories! Be ready to share examples of how you've motivated teams and driven results. Highlight your coaching style and how it aligns with developing Financial Advisers at all levels.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Chase de Vere family.
We think you need these skills to ace Senior Manager in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Senior Manager role. Highlight your managerial experience, especially in leading Financial Advisers, and don’t forget to mention any relevant qualifications like the Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advice and how your coaching style can motivate a diverse team of Advisers. Be genuine and let your personality come through!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your leadership and commercial acumen. Use numbers and examples to illustrate how you’ve successfully managed teams and improved client outcomes.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Make sure you brush up on your financial advisory knowledge and the specific requirements of the role. Familiarise yourself with the Level 4 Diploma in Regulated Financial Planning and any relevant regulations. This will show that you're serious about the position and understand the industry.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed teams in the past. Think about times when you've motivated advisers or adapted your coaching style to meet different needs. Be ready to discuss how you can lead by example and foster a supportive environment for your team.
✨Be Client-Focused
Chase de Vere values strong client relationships, so be prepared to talk about how you've built trust with clients in previous roles. Share specific instances where your approach led to positive outcomes, demonstrating your commitment to client satisfaction.
✨Ask Insightful Questions
At the end of the interview, have some thoughtful questions ready. Inquire about the company's approach to training and development, or how they measure success within teams. This shows your genuine interest in the role and helps you assess if it's the right fit for you.