SIX FIGURE BASIC | BONUS | BENEFITS | LTIP | SOUTH WEST | NEWLY CREATED ROLE
One of the UK’s most ambitious and fastest-growing wealth management businesses is looking for an experienced Financial Planning leader to take on a newly created Regional Manager role, supporting the Head of Financial Planning and overseeing a growing team of Financial Planners mainly based in the South West and some based in London.
This is a business that is actively acquiring and expanding throughout the year, and this role has been created specifically to provide the management structure and support the Head of Financial Planning needs as the business continues to scale. The team you will be leading is a varied and expanding one, made up of experienced advisers who have joined through acquisition, new recruits who have taken on client portfolios, and emerging talent progressing from paraplanning into advice. Bringing those different groups together, developing them, and building a cohesive and high-performing regional team is the core of the brief.
The opportunity for career progression here is real. As the business continues to grow through acquisition and organic expansion, the scope of this role will grow with it, and the platform on offer is one that a commercially-minded leader can genuinely shape over time.
The role:
- Support the Head of Financial Planning in overseeing and developing a regional team of Financial Planners across the South West and London
- Take on sales management responsibility for your team, including performance oversight, activity management, and commercial accountability
- Deliver Training and Competence responsibilities across the team, ensuring advisers are supported, supervised, and developed in line with regulatory requirements
- Work with a mixed team profile – new employees through acquisitions, new recruits, and emerging advisers – to provide leadership and structure that brings out the best in each
- Play an active role in shaping the management infrastructure as the firm continues to expand
What we are looking for:
- An experienced financial planning professional with a background in sales management or regional leadership within a wealth management or financial planning environment
- Strong understanding of Training and Competence frameworks and the regulatory responsibilities that come with overseeing a team of advisers
- Comfortable leading a geographically spread team and working across multiple sites
- A collaborative, people-focused leader who can build trust quickly across a diverse team
- Commercially minded, with an understanding of how a growing advice business operates and what it takes to perform well within one
- Ideally based between Bristol and Exeter, with the ability to travel into London
What is on offer:
- A six figure basic salary
- Bonus and a comprehensive benefits package
- A Long Term Incentive Plan (LTIP) designed to deliver a six figure lump sum upon a company event, providing meaningful participation in the firm’s future success
- A newly created role with direct input into how the function is built and developed
- Genuine scope for further progression as the business grows
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