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 and study leave

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.