IFA Sales Manager

Overview

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, 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.

• 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

• 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 +
  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 & well-being perks
• Options to buy extra leave, cycle-to-work scheme, and more

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

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.