Senior Manager – Financial Advice | South West | Hybrid/Flexible Working Full-Time | Permanent Competitive Salary Quarterly Bonus Comprehensive Benefits 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 order to make an application, simply read through the following job description and make sure to attach relevant documents.
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.
About the Role 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 Key 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 Benefits Include 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.