We are seeking a dedicated and proactive Senior Financial Services Manager to oversee the day-to-day operations of our advisor teams and ensure they meet their targets. In this role, you will manage team productivity, maintain key relationships, and provide technical and sales support to advisors. You will also be responsible for overseeing the progression team and team leader, ensuring KPIs are met, and driving continuous improvements across the board.

Key Responsibilities:

Team Management:

• Oversee activity and productivity levels for advisors.
• Ensure all teams meet and exceed performance target
• Manage and maintain relationships with key internal teams: EA, MAB sales, MAB compliance, regulatory teams, MAB banking, and key lender/provider contacts.
• Lead and facilitate monthly team meetings, including business reviews and 121’s.
• Supervise the mortgage progression team and team leader to drive performance and development

Training and Development:

• Identify training needs and deliver training as required.
• Provide ongoing feedback, coaching, and mentorship to advisors to improve sales and performance.
• Conduct regular observations of advisor and EA branch duties, offering constructive feedback for growth.

Support and Operations:

• Provide both technical and sales support to advisors on cases, ensuring smooth case progression.
• Identify and pursue additional business opportunities for the team to maximise growth potential.
• Ensure that all overdue and suspended items are cleared promptly to maintain operational efficiency.
• Monitor KPIs, assess performance, and implement corrective actions where necessary to improve outcomes

Reporting and Communication:

• Regularly report on team progress and performance to senior partners.
• Deliver presentations as required at board meetings, QSMs, and other relevant sessions.

Continuous Improvement:

• Collaborate with the team to develop and implement strategies to improve KPIs and overall team performance.

Qualifications and Experience:

• Proven experience in Financial Services Management or a similar leadership role.
• Strong leadership and people management skills.
• In-depth knowledge of financial services, sales processes, and industry regulations.
• Abiity to manage multiple teams and stakeholders effectively.
• Strong communication, presentation, and coaching abilities.
• Familiarity with KPI management and the ability to identify areas for improvement.

What We Offer:

•  £50k Salary + profit share bonus
•  £4,800 Annual Car Allowance 
•  Pension contribution
•  38 days holiday (inclusive of Bank Holidays)

This is an excellent opportunity to join one of the region's best-known broker businesses. To apply, please send your CV and a covering letter to This email address is being protected from spambots. You need JavaScript enabled to view it.