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Scotland Regional Manager

Remote / Online - Candidates ideally in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: IDEX Consulting
Remote/Work from Home position
Listed on 2026-10-10
Job specializations:
  • Management
    Risk Manager/Analyst, Wealth Management, Regulatory Compliance Specialist, BD Manager
Job Description & How to Apply Below
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 wellbeing and excellence, it's a great choice for ambitious professionals in the UK. About the Role 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. What You'll Bring Level 4 Diploma in Regulated Financial Advice (DipPFS) - essentialJ
07 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

Key Responsibilities 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

Benefits Include 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 & wellbeing perks

Options to buy extra leave, cycle-to-work scheme and more Ready to make a real impact?

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.

Our Diversity, Equity and Inclusion Mission 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.

Discipline(s):
Financial Services Job type:
Flexible / Work From Home
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