Scotland Regional Manager

Overview

As Senior Manager you will lead and develop a team of Financial Advisers in a regulated, client‑first environment. You will drive performance, coaching, and compliance while partnering with operations and technical support to deliver high‑quality financial advice. The role sits within a well‑established advisory firm known for its supportive culture and professional development. You will shape team capability, foster growth, and contribute to a high‑performing, wellbeing‑oriented workplace.

Pay / Benefits

• 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 & wellbeing perks
• Cycle-to-work scheme and more

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

Key requirements

• 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

• coaching and mentoring
• adaptable leadership
• collaborative and inspirational leadership
• data analysis
• regulatory compliance knowledge (FCA requirements)
• planning and performance management

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