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Senior Manager
4 months ago
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.nWe 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 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.nSignificant prior experience in a managerial role, specifically managing financial advisers, alongside excellent knowledge and experience of the advisory process.nFlexible management and coaching styles enabling you to meet the needs of a team of advisers varying in experience.nProven success as a business leader with commercial acumen and the ability to deliver though others.nThe ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders.
WHAT YOUR ROLE WILL INVOLVE
You will work closely with their team of Advisers to ensure that each individual is striving to provide the best possible outcomes for their clients. From regular observations, one to one meetings and coaching sessions, to identifying opportunities through data analysis and market research, you will be motivated to ensure each individual in your team is delivering the best possible advice and ongoing service to their clients in a compliant manner.
Your day-to-day rolenDeveloping objectives and creating business plans for individuals within the teamnCoaching and mentoring Advisers to ensure business plans are metnTaking overall responsibility for achieving cumulative team performance expectationsnWorking closely with Operations and Paraplanning ManagersnImplementing effective training and development programmesnDemonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved PersonsnTo ensure the effective delivery of the Senior Management and Certification Regime
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.
Salary with the opportunity to earn a quarterly bonusnContributory pensionn25 days holiday (increasing to 30 with length of service), plus bank holidaysnLife assurancenPrivate Health Care contributionnComprehensive induction and training programmenFully funded exams and paid study leavenA wide range of voluntary flexible benefits to suit your individual needsnThe option to buy additional holiday daysnCycle to work schemenPaid volunteering days each year, to support your local communitynAccess to our free mortgage service, through our internal mortgage teamnEmployee Assistance Programme with access to a 24/7 helpline
