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Senior Manager

chasedevere.co.uk Logo

Chase de Vere

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Location:

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Our Senior Managers are responsible for motivating and leading our Financial Advisers and sharing best practice. Managing a team of independent Financial Advisers requires someone with a proven record of leading by example, someone who is skilled at coaching and who has excellent industry knowledge. Our Senior Managers work closely with their team of Advisers to ensure that each individual meets or exceeds their quarterly and yearly business plan.

Job Responsibility:

  • Developing objectives and creating business plans for individuals within the team
  • Coaching and mentoring Advisers to ensure business plans are met
  • Taking overall responsibility for achieving cumulative team performance expectations
  • Working closely with Operations and Paraplanning Managers
  • Implementing effective training and development programmes
  • Responsible for certain categories of business “sign off” in accordance with company requirements
  • Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons
  • To ensure the effective delivery of the Senior Management and Certification Regime

Requirements:

  • Level 4 Diploma in Regulated Financial Advice Dip PFS is essential
  • Significant prior experience in a managerial role, specifically managing financial advisers
  • Excellent knowledge and experience of the advisory process
  • Flexible management and coaching styles
  • Proven success as a business leader with commercial acumen and the ability to deliver through others
  • Ability to work in a fast-paced environment whilst maintaining positive relationships

Nice to have:

J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage

What we offer:
  • A competitive salary with the opportunity to earn a quarterly bonus
  • Contributory pension
  • 25 days holiday (increasing to 30 with length of service), plus bank holidays
  • Life assurance
  • Private Health Care contribution
  • Comprehensive induction and training programme
  • Fully 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
  • Paid volunteering days each year, to support your local community
  • Access to our free mortgage service, through our internal mortgage team
  • Employee Assistance Programme with access to a 24/7 helpline

Additional Information:

Job Posted:
December 07, 2025

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