Skip to Main Content

Job Title


Financial Planning Manager


Company : IDEX CONSULTING LTD


Location : South Molton, South West


Created : 2025-05-25


Job Type : Full Time


Job Description

Senior Manager Financial Advice | South West | Hybrid/Flexible WorkingThe following information provides an overview of the skills, qualities, and qualifications needed for this role. Full-Time | PermanentCompetitive Salary + Quarterly Bonus + Comprehensive BenefitsAre 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, youll 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, its a place where careers thrive. Consistently recognised for adviser wellbeing and excellence, it's a great choice for ambitious professionals in the UK.About the RoleAs Senior Manager, youll 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 Youll BringLevel 4 Diploma in Regulated Financial Advice (DipPFS) essentialJ07 or equivalent desirableProven experience managing and coaching Financial AdvisersStrong commercial acumen and results-driven mindsetAdaptable leadership style to support varied experience levelsDeep understanding of the advisory process and FCA requirements Key ResponsibilitiesDevelop business plans and set individual objectivesCoach and mentor to enhance adviser capability and outcomesTake ownership of team performance against business goalsCollaborate with operational and technical support teamsDrive training initiatives and maintain high compliance standardsBenefits IncludeCompetitive salary + quarterly performance bonus25 days holiday (rising to 30 with service) + bank holidaysPension contribution, private health care allowance, life assuranceFunded professional development, including exams 'study leaveEmployee Assistance Programme, volunteering days & wellbeing perksOptions to buy extra leave, cycle-to-work scheme, and moreReady to make a real impact? If youre a collaborative and inspirational leader ready to guide and grow a high-performing team, apply today with your CV.