IFA Senior Manager

Job description

Senior Manager – Financial Advice | Scotland| 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 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.

Extra information

Status

Open

Education Level

Secondary School

Location

Scotland

Type of Contract

Full-time jobs

Published at

04-02-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English