Regional Manager – Financial Advice
South West
Competitive package on offer
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Our client is a leading national IFA firm committed to delivering client-focused, independent financial advice. With a strong reputation for integrity, professionalism, and client service, they are looking to appoint an experienced and dynamic Regional Manager to lead and develop a team of Financial Advisers.
As Regional Manager, you will play a key leadership role within their firm, ensuring that their advisers are supported, compliant, productive, and aligned with the company values and objectives.
Role & Responsibilities:
* Lead, coach, and develop a team of Financial Advisers across the region to meet individual and team performance targets
* Support advisers in achieving high standards of client care, compliance, and business growth
* Deliver strategic initiatives at a regional level to support national business goals
* Recruit and onboard new advisers to grow your team in line with company expansion plans
* Conduct regular performance reviews, field visits, and ensure adherence to FCA regulations and internal compliance standards
* Collaborate with internal stakeholders including Compliance, Operations, and Marketing to support adviser success
* Identify and implement regional opportunities for growth and improved efficiency
Do you have the following to apply?
* Proven experience in a leadership role within a financial advice or wealth management environment
* Excellent understanding of FCA regulations and the advice process
* Level 4 Diploma in Financial Planning (DipPFS or equivalent) – essential
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.