Vista previa generada por IA
Senior Manager – Lead and coach financial advisers in Edinburgh, delivering client‑focused outcomes and fostering professional growth.
Competitive salary, bonus, 25 days leave, pension and flexible benefits within a supportive, award‑winning firm.
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 though others.
The ability to work in a fast‑paced environment whilst maintaining positive relationships with your team and key stakeholders.
WHAT YOUR ROLE WILL INVOLVE
You will work closely with their 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
Benefits
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