IFA Branch Manager

IFA Branch Manager

Location: Chester and Cheshire

Basic: £85,000 basic, great defined bonuses, benefits. Earnings will also increase year on year, due to performance

Additional benefits:

As well as a very generous bonus earnings you will also receive: • 25 days holidays (plus bank holidays) growing to 30 days annual leave • Flexible Benefit Scheme • Attractive Company Pension Scheme • An additional excellent incentive sales rewards • All the support and training you will need to become the best version of you!

This award winning company is one of the largest and most widely respected firms of whole of market IFAs in the UK, for the provision of tailored advice. Their reputation for expertise, independence & service has been established over 40 years and has consistently resulted in a large number of industry awards

Due to promotion, an additional Senior Manager is needed to join an established and very successful team, leading and managing a team Wealth Planners and IFAs in the Chester/Liverpool location

This culture is very proactive and positive with a can-do attitude. Front and centre in their ethos is the customer and supporting their clients with their needs, now and in the future

The successful candidate will:

Have previous experience working in a managerial position within the financial services sector, ideally IFA

  • CAS – Dip PFS and Diploma Level 4 and JO7 or equivalent
  • Have excellent knowledge and experience of the advisory process within the financial services sector
  • Have a strong background in PI or Affinity Development

You will be instrumental in:

Developing objectives, business plans and targets for individuals within the team

  • Developing, coaching and mentoring advisors to ensure targets are met
  • Taking overall responsibility for the achieving revenue targets
  • Working closely with Operations Managers and Paraplanner Managers to ensure office targets are met
  • Implementing effective training and development programmes
  • Responsibility for the high risk business “sign off” process in accordance with company requirements
  • Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons

In return this company will offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.


To apply for this role, please use My Application, or alternatively, email your CV to [email protected]

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