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Senior Team Manager




General Management, IFA/Independent Adviser


£60,000 to £70,000 Per Annum


Full benefits and open ended bonus scheme



Contract Type:


The key purpose of the role is to lead and manage a team of Financial Advisers to achieve the Company revenue target.   As part of the regional management team, you will be responsible for the achieving your individual office revenue targets, whilst maintaining or improving profit margins and ensuring compliance to the business standards and regulatory requirements

  • Develop objectives, business plans and targets for individuals within the team
  • Coach and mentor advisers to ensure targets are met
  • Take overall responsibility for the achieving revenue targets
  • Work closely with back office Managers to ensure office targets are met
  • Implement effective training and development programmes
  • Responsible for the high-risk business “sign off” process in accordance with company requirements
  • Have previous experience working in a managerial position within the financial services sector
  • Achieved Competent Advisor Status – Dip PFS and Diploma Level 4 and JO7 or equivalent
  • Excellent knowledge and experience of the advisory process within the financial services sector