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Job Title


Financial Planning Manager


Company : IDEX Consulting Ltd


Location : south west england, south west england


Created : 2025-07-23


Job Type : Full Time


Job Description

Senior Adviser ManagerBase Salary: £100,000 DOE + 10% bonusPerks: Private medical, hybrid, up to 30 days annual leave, and more.I'm looking for a Senior Adviser Manager to take the reins of a high-performing team of Financial Advisers across Bath and Exeter. You’ll be delegating an experienced team, most with 5–15+ years under their belt, backed by solid paraplanning and admin support. You’ll be leading from the front, helping shape team culture, driving performance, and getting hands-on with development programmes like graduate schemes and internal academies.About the RoleAs 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 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 you’re a collaborative and inspirational leader ready to guide and grow a high-performing team, apply today with your CV.Reach out in confidence to Samantha.durbridge@