CrawlJobs Logo

Ifa Regional Manager

idexconsulting.com Logo

IDEX Consulting Ltd

Location Icon

Location:
United Kingdom , Belfast

Category Icon
Category:
-

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

75000.00 - 100000.00 GBP / Year

Job Description:

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. About the Role - 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.

Job Responsibility:

  • 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

Requirements:

  • Level 4 Diploma in Regulated Financial Advice (DipPFS)
  • 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
What we offer:
  • Competitive salary + performance bonus
  • Pension contribution
  • private health care allowance
  • life assurance
  • Funded professional development
  • Exams and study leave

Additional Information:

Job Posted:
May 20, 2026

Expiration:
August 27, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:
PREMIUM
More languages and countries
+ Unlock 31694 hidden job offers
Languages
English Čeština Deutsch Ελληνικά Español Français +15
Countries
United States United Kingdom India Canada Australia +
See plans
Plans from $2.99 / month

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Ifa Regional Manager

Regional Paraplanner Manager

Focused, motivational and inspiring. Our Regional Paraplanning Managers are resp...
Location
Location
Salary
Salary:
Not provided
chasedevere.co.uk Logo
Chase de Vere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A confident and effective people manager with a proven ability to develop, motivate, and empower others
  • Ideally experienced in managing a large team of highly productive Paraplanners, with a track record of delivering results
  • Preferably has experience managing teams across multiple office locations
  • Extensive paraplanning experience within an IFA environment, with strong technical knowledge in pension transfers, investments, SIPPs, post-retirement planning, and inheritance tax planning
  • Strong IT skills, with proficiency in research tools—ideally including Financial Express
  • Able to balance commercial business needs with regulatory and compliance requirements
  • Excellent communication skills, with the ability to build and maintain effective working relationships at all levels
  • Capable of providing technical support and guidance to Report Writers and Paraplanners
  • In-depth understanding of financial services products and the wider financial planning landscape
  • Demonstrates the ability to work under pressure, manage competing priorities, and meet deadlines effectively
Job Responsibility
Job Responsibility
  • Lead, manage, develop, and motivate a team of Paraplanners and Report Writers to deliver exceptional support to Advisers, helping them meet fee income targets, fulfill client servicing commitments, and adhere to business quality standards
  • Oversee workflow between Advisers and the Paraplanning/Report Writing team, ensuring resource allocation aligns with business needs
  • Conduct regular one-to-one meetings and annual appraisals, setting clear objectives and individual development plans to support ongoing training and development
  • Provide high-quality paraplanning support to Private Client Advisers when required
  • Establish and promote consistent standards for the paraplanner role across regional offices
  • Ensure the production of compliant business by supervising the preparation of high-quality written advice and technical research, in line with the Company’s Business Quality Standards
  • Drive continuous improvement in the paraplanning function by evaluating processes, recommending enhancements, and implementing changes
  • Monitor and improve productivity and quality in line with KPIs and business objectives, while fostering a professional, motivated, and high-performing team culture
  • Identify opportunities to enhance the client service experience and increase adviser productivity through efficient paraplanner support, enabling Advisers to spend more time with clients
  • Ensure full compliance with regulatory requirements, including Treating Customers Fairly (TCF), Financial Crime Procedures, and other relevant policies
What we offer
What we offer
  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
Read More
Arrow Right

Regional Business Development Manager

My client is an asset manager with circa £20Bn AUM. They are looking for a Regio...
Location
Location
United Kingdom , Manchester
Salary
Salary:
Not provided
goodmanmasson.com Logo
Goodman Masson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of sales experience focused on the IFA/DFM market
  • Strong network of contacts within the IFA/DFM sectors in North England
  • Passionate about sales and investments
Job Responsibility
Job Responsibility
  • Selling their product suite to IFA’s and DFM’s in this area
  • Covering the territory of Northern England (Liverpool, Manchester, Leeds, Stoke/Sheffield, Cumbria, the Lakes, Middlesborough)
What we offer
What we offer
  • Very good bonus potential
Read More
Arrow Right

Lead Laboratory Technician

Oversee the day-to-day activities in an animal diagnostic reference laboratory p...
Location
Location
United States , Sacramento
Salary
Salary:
27.45 USD / Hour
antechdiagnostics.com Logo
Antech Diagnostics
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree in Medical Technology or equivalent combination of education and work experience of 3 years in a clinical laboratory
  • Laboratory skills and experience
  • General science background
  • Attention to detail and ability to work independently
  • Organized with the ability to multi-task in a fast paced environment
  • Excellent verbal and written communication skill
  • Personal computer skills, strong typing ability, and knowledge of Microsoft Office
  • Extensive sitting, phone, and computer use
  • Capable of standing continuously for up to 2 hours
  • Extend and reach with hands and arms and use hands and fingers
Job Responsibility
Job Responsibility
  • Oversee the day-to-day activities in an animal diagnostic reference laboratory performing laboratory analyses and tests to diagnose various animal illnesses, injuries and diseases in support of veterinarian animal treatment
  • Supervise staff, assign work and monitor activities
  • Resolve escalated issues
  • Administer employment actions, provide coaching and guidance to staff and promote staff training and development
  • Provides input to department policies and procedures
  • Leads work activities of the lab planning and organizing work, providing for adequate staffing and resources and maintaining work on schedule so that ongoing customer satisfaction is maintained
  • Communicate with other related departments and laboratory supervisors and managers to coordinate work and resolve issues as needed
  • Contribute to the maintenance of department diagnostic equipment and other technical resources
  • Coordinate with internal personnel, vendors and others as needed to resolve issues and maintain ongoing functionality
  • Train on all areas to include Specimen Processing, Chemistry, Hematology, UA and Coag according to all SOP’s
What we offer
What we offer
  • Paid Time Off & Holidays
  • Medical, Dental, Vision (Multiple Plans Available)
  • Basic Life (Company Paid) & Supplemental Life
  • Short and Long Term Disability (Company Paid)
  • Flexible Spending Accounts/Health Savings Accounts
  • Paid Parental Leave
  • 401(k) with company match
  • Tuition/Continuing Education Reimbursement
  • Life Assistance Program
  • Pet Care Discounts
  • Fulltime
Read More
Arrow Right

Regional Director

Reporting directly to the CEO and working closely with the CFO and CRO. Office: ...
Location
Location
United Kingdom
Salary
Salary:
Not provided
pfgl.co.uk Logo
Perspective Financial Group Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Understanding of an offices P&L and Regulatory Framework and the effect both have in respect of acquisitions
  • Detailed knowledge of the IFA sector
  • Ideally with previous financial planning experience
  • Able to effectively manage multiple concurrent tasks
  • Previous experience of integrations of acquisitions and/or change management desirable
Job Responsibility
Job Responsibility
  • Roll-out of business development strategies to encourage organic growth amongst offices in the group by maximising new clients wins and minimising existing client losses
  • Work with advisers and office principals to establish connections within the professional market and encourage new client referrals
  • Ensuring that the vendors and where appropriate, the target’s advisers are fully appraised in respect of the firm’s CIP, known as Cambridge Investments and understand the benefits and how to confidently discuss the CIP with clients
  • Compare the firm’s current CIP to Cambridge, which includes liaising with the Reg team to discuss their findings from DD, and a detailed comparison of performance – an analyst will assist with this
  • Manage client relationships and maintain competency
What we offer
What we offer
  • 25 days holiday (rising with length of service) plus Bank Holidays
  • Holiday Purchase Scheme
  • Birthday leave
  • E-Discounts
  • Electric Car Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare
  • Cyclescheme
  • Employee Referral Scheme
  • Fulltime
Read More
Arrow Right
New

Registered Fostering Manager

An exceptional opportunity has arisen for a dedicated Registered Manager to main...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
90000.00 - 95050.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
June 09, 2026
Flip Icon
Requirements
Requirements
  • A recognised Social Work qualification (Degree/Masters/DipSW) and current registration with Social Work England
  • Level 5 Diploma in Leadership for Health and Social Care
  • Significant senior management experience within an Independent Fostering Agency (IFA), including at least 2 years of fostering experience within the last 5 years
  • A proven track record of managing managers and leading large, remote teams with a strong history of successful Ofsted inspections
Job Responsibility
Job Responsibility
  • Acting as the Registered Manager with Ofsted, ensuring all activities meet the Fostering Services Regulations and National Minimum Standards
  • Driving service improvement and maintaining 'Outstanding' standards through robust quality assurance and audit activity
  • Working closely with the Director of Operations and central commercial teams to align regional performance with organisational goals
  • Promoting a values-driven environment that supports staff well-being, high-quality supervision, and foster carer retention
  • Provide direct line management to the Fostering Services Manager and broader oversight of Team Managers, Social Workers, and specialist support staff
  • Maintain meticulous oversight of safeguarding, statutory notifications, and preparation for Ofsted inspections
  • Act as the lead for safeguarding practice, responding effectively to concerns and ensuring children's safety is the priority in all decision-making
  • Lead the recruitment, induction, and performance appraisal of senior staff, fostering a culture of continuous professional growth
  • Collaborate with central support teams regarding Home Finding, Foster Carer Recruitment, and Training & Development
  • Ensure accurate and timely record-keeping across the service while participating in the senior out-of-hours management rota
What we offer
What we offer
  • Salary up to £90,000 per annum plus a £5,050 car allowance
  • 38 days annual leave (inclusive of Public Holidays) plus a paid day off for your birthday
  • Comprehensive BUPA Private Health and Dental Care options
  • Life Assurance (up to 3x salary) and a competitive company pension scheme
  • Fulltime
Read More
Arrow Right

Business Development Manager

You will be a member of the Business Development Team and will play a proactive ...
Location
Location
South Africa , Cape Town
Salary
Salary:
Not provided
Capital International
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • RE5 Certificate
  • Bachelor`s Degrees, Advanced Diploma or CFP Advantageous
  • Minimum 5- 10 Years experience within a similar role
  • Must have an existing network of potential clients within the Western Cape and surrounding regions
  • Must have a proven track record and experience of successful business development within a financial services environment
  • Experience of offshore investment industry favourable
  • Sound technical product knowledge of the industry
  • Offshore investment knowledge is advantageous
  • Excellent presentation skills
  • Confident
Job Responsibility
Job Responsibility
  • Hunt for New Business opportunities within the regions of the Western Cape and surrounding areas into the Garden Route
  • Constantly engaging with clients and following up to ensure conversion to business
  • Focus on new business projects and initiatives
  • Generate new opportunities via proactive activity with new and existing networks
  • Attend / host meetings, prepare for and follow up of new business leads and prospects
  • Provide demonstrations to clients, Brokers or IFAs on Capital International products and systems
  • Travel to Clients / Brokers or IFA’s in South Africa
  • Deal with New Business lead enquiries via various methods i.e., e-mail, LinkedIn campaigns, Events, and Telephone
  • Assist with fellow SA Business Development Managers when needed
  • Build relationships with Clients, Brokers and IFA’s
What we offer
What we offer
  • Competitive salaries
  • Private health care
  • Employee assistance programme
  • Life insurance
  • Flexible hours
  • Access to a pension scheme
  • Volunteering opportunities
  • Training and development opportunities
  • Opportunities to take advantage of our own products
  • Fulltime
Read More
Arrow Right

Zonal Head

We are building a next-generation, tech-enabled investment platform designed to ...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
June 08, 2026
Flip Icon
Requirements
Requirements
  • Educational Background: CA (Preferred) / MBA (Finance) / CFA / Postgraduate from a reputed institute
  • Professional Experience: 7–10 years of experience in B2B financial sales or strategic partnerships
  • Proven track record in business development and channel partner acquisition
  • Experience in managing a team of 7–10 sales professionals
  • Strong understanding of financial products, especially fixed income, bonds, or investment alternatives
  • Exposure to fintech ecosystems or partnerships is a plus
  • Skills & Attributes: Strategic thinker with hands-on execution capability
  • Excellent verbal and written communication skills
  • Strong stakeholder and relationship management abilities
  • Proficiency in MS Office, especially Excel and PowerPoint
Job Responsibility
Job Responsibility
  • Drive acquisition of new B2B partners across IFA channels, national distributors, stockbrokers, and wealth firms
  • Deepen relationships with existing partners to enhance engagement and increase wallet share
  • Manage and scale a large client portfolio, focusing on Fixed Income and alternate investment products
  • Generate investment inflows from assigned partner channels
  • Conduct regular product training sessions for partners and clients on investment products such as Bonds and similar instruments
  • Manage overall sales and revenue targets in the Western zone
  • Lead, coach, and manage a team of 7–10 high-performing Relationship Managers
  • Execute strategic initiatives, including business engagement activities with channel partners
  • Collaborate with cross-functional teams to analyze process gaps and lead optimization projects
  • Own the regional P&L, drive operational efficiency, and deliver business growth
What we offer
What we offer
  • Be part of a high-growth fintech reshaping alternate investments
  • Take ownership of your region with full P&L accountability
  • Collaborate with industry experts and thought leaders
  • Drive real impact in a dynamic, entrepreneurial environment
  • Fulltime
Read More
Arrow Right
New

Senior Lecturer/Associate Professor in Literacy

As a Senior Lecturer / Associate Professor in Literacy, you will play a key role...
Location
Location
Australia , Albury-Wodonga, Bathurst, Port Macquarie, Wagga Wagga
Salary
Salary:
Not provided
csu.edu.au Logo
Charles Sturt University
Expiration Date
June 08, 2026
Flip Icon
Requirements
Requirements
  • A doctoral qualification relevant to literacy or education, with a recognised teaching qualification
  • A strong record of high-quality teaching and student-centred learning
  • An established or emerging research profile aligned to literacy, curriculum or pedagogy
  • The ability to build productive partnerships and contribute to academic leadership
Job Responsibility
Job Responsibility
  • Lead impactful literacy teaching and research
  • Teach across online and on-campus environments
  • Shape future teachers and education practice
  • Contribute to curriculum innovation
  • Build strong relationships with students and partners
  • Provide academic leadership in literacy education
  • Contribute to the School's research profile
  • Supervise higher degree research students
  • Actively engage with professional, community and government stakeholders
  • At Associate Professor level: significant academic leadership, research impact, and contribution to the broader discipline at national/international level
What we offer
What we offer
  • 17% superannuation
  • Fulltime
Read More
Arrow Right