Regional Manager – Financial Advice South West
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.
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
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
Proven experience in a leadership role within a financial advice or wealth management environment
Level 4 Diploma in Financial Planning (DipPFS or equivalent) – essential