Scotland Regional Manager

Overview

In this Senior Manager role, you lead a team of Financial Advisers to deliver high-quality, compliant financial advice in a client-focused environment. You will partner with cross-functional colleagues to plan and monitor performance, develop colleagues, and drive a culture of excellence. You’ll leverage coaching and data-driven insights to elevate adviser capability and client service while upholding FCA requirements. This is a collaborative, impact-driven opportunity at a well-established advisory firm that values professional development and wellbeing. You will shape team effectiveness and contribute to the firm’s growth and client-first ethos.

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

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

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
• leadership
• collaboration
• adaptability
• data analysis
• regulatory compliance (FCA requirements)

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