IFA Regional Manager

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 well-being and excellence, it's a great choice for ambitious professionals in the UK.

As Senior Manager, you’ll oversee performance and development across a team of Financial Advisers and back office team. Through one-to-one coaching, data analysis, and strategic planning, you'll enable your team to deliver outstanding financial advice and client service.

• Level 4 Diploma in Regulated Financial Advice (DipPFS) – essential
• 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

• 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

• Competitive salary +
  performance bonus
• Pension contribution
  , private health care allowance, life assurance
• Funded professional development
  , including exams & study leave

If you’re a collaborative and inspirational leader ready to guide and grow a high-performing team, apply today with your CV.