IDEX Consulting Ltd
Sales Manager
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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.
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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) – essential
- 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
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
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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 & well-being 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.
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