Job Description
Regional Financial Planning Director - South of England
Salary: £110,000 with OTE in excess of £140k
Full corporate benefits package + £10,000 car allowance
Future LTIP opportunities.
Key Responsibilities
* Lead performance, shape strategy and elevate client excellence.
* Providing strategic and operational leadership across the regional Financial Planning team, ensuring services are delivered to the highest standards.
* Coaching, developing and managing a team of around 15 Financial Planners to uphold professional excellence and deliver outstanding client outcomes.
* Providing strategic leadership for the whole region to drive growth objectives, ensuring the Lifestyle Financial Planning proposition is delivered consistently, professionally and in line with ambitious growth objectives.
* Managing client allocation and supporting the smooth onboarding of acquisition clients and colleagues.
* Reporting monthly and quarterly on performance, providing meaningful MI and insights to the Senior Leadership Team.
* Maintaining Corporate Chartered Status by supporting continuous professional development, CPD completion and progression towards Chartered/Fellow status.
Success Criteria
* Strong revenue growth driven by excellent KPI performance and targeted intervention where needed.
* High retention of both clients and employees, supported by quality annual reviews and effective team leadership.
* Accurate, timely reporting and active contribution to shaping future business direction.
* A motivated, high-performing regional team recognised for professionalism and excellence.
* Continued achievement of Corporate Chartered Status.
Ideal Applicant
* Chartered Financial Planner / Level 6 qualified.
* Minimum 5 years’ leadership experience with proven success managing and developing teams.
* Strong commercial acumen and a strategic, growth-focused mindset.
* Inspirational leadership style with the ability to coach, influence and motivate.
* Demonstrable success leading sales teams and achieving revenue targets.
* Excellent organisational skills and deep understanding of Lifestyle Financial Planning.
* Desirable: CII Fellowship, Pension Transfer Specialist experience, CeMAP, J07 or other supervisory qualifications.
Benefits
Full corporate benefits package, £10,000 car allowance and future LTIP opportunities.
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