Scotland Regional Manager

Overview

As Senior Manager, you will lead a team of Financial Advisers across experience levels, shaping performance and development in a regulated, client-focused setting. You will coach, monitor outcomes, and collaborate with operations to ensure compliant, high-quality financial advice. This role sits within a well-established advisory firm known for its supportive culture and focus on professional growth. You will drive impactful training and performance improvements while maintaining adviser wellbeing and client service excellence.

Pay / Benefits

• Competitive salary + quarterly performance bonus
• 25 days holiday (rising to 30) + bank holidays
• Pension contribution, private health care allowance, life assurance
• Funded professional development, including exams & study leave
• Employee Assistance Programme, volunteering days & wellbeing perks
• Cycle-to-work scheme and options to buy extra leave

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
• Oversee performance, regulatory compliance and development of advisers

Key requirements

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

• coaching and development mindset
• collaborative leadership
• strong communication
• regulatory compliance (FCA)
• data analysis
• advisory process knowledge

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