Senior Manager

Chase de Vere

Competitive salary; annual bonus opportunity; bene...
Level 4 diploma in regulated financial planning
Oversight of regulated individuals
Coaching and mentoring financial advisers
The Senior Manager is responsible for motivating and leading a team of independent Financial Advisers while sharing best practices

Job Summary

  • The Senior Manager is responsible for motivating and leading a team of independent Financial Advisers while sharing best practices.
  • Candidates must hold the Level 4 Diploma in Regulated Financial Planning (Dip PFS) to oversee regulated individuals effectively.
  • The role offers a competitive salary, annual bonus potential, 25-30 days annual leave, and funded professional exams.

Matching Summary

The Senior Manager is responsible for motivating and leading a team of independent Financial Advisers while sharing best practices.

Salary

Competitive salary; Annual bonus opportunity; Benefits include pension, life assurance, and paid study leave

Skills & Requirements

Must-have

  • Level 4 Diploma in Regulated Financial Planning
  • Oversight of regulated individuals
  • Coaching and mentoring financial advisers
  • Implementing training and development programmes
  • FCA Statement of Principle compliance

Nice-to-have

  • J07 supervision qualification or equivalent
  • Commercial acumen and business leadership
  • Flexible management style for varying experience levels
  • Data analysis and market research skills
  • Strong stakeholder relationship management

Key Requirements

  • Level 4 Diploma in Regulated Financial Planning (Dip PFS)
  • Significant prior managerial experience with Financial Advisers
  • J07 supervision qualification or equivalent (distinct advantage)

Work Rights

Not specified

Tailored Resume

Cover Letter