Chase de Vere Medical
Senior Manager – Scotland
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About the Role
Focused, motivational, and inspiring. 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.
As a Senior Manager at Chase de Vere, we will give you the platform to work alongside some of the best Advisers in the business. Our teams are made up of experienced Advisers alongside those who are just beginning their career within the industry. It is the role of the Senior Manager to adapt their management style to meet all levels of experience. A successful Senior Manager will have the skills and experience to develop and support Advisers at all stages of their career.
We know that the best Advisers are those who remain connected with their clients, building a trusted relationship. Our Senior Managers support and encourage this through regular client observations, focused one-to-one meetings, and feedback and coaching sessions.
What Your Role Will Involve
Our Senior Managers work closely with their team of Advisers to ensure that each individual meets or exceeds their quarterly and yearly business plan. From regular observations, one-to-one meetings, and coaching sessions, to identifying opportunities through data analysis and market research, our Senior Managers are motivated to ensure each individual in their team is delivering the best possible advice and ongoing service to their clients in a compliant manner.
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Your Day-to-Day Role
- 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
What You Will Need
- The Level 4 Diploma in Regulated Financial Advice Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage.
- Significant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge and experience of the advisory process.
- Flexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience.
- Proven success as a business leader with commercial acumen and the ability to deliver through others.
- The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.
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What’s in It for You?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- 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
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