Job Description
- Regional Manager - Financial Advice
- South West
- Strong Package on Offer
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.