An exceptional opportunity has arisen for an experienced Financial Planning professional to join a leading regional financial planning practice as Regional Manager, to be based in the South of England.
This well-established practice are affiliated with several professional services companies across the South and South West providing high-quality advice to HNW clients. A steady flow of inbound leads are available to utilise and grow. The firm offers excellent career progression opportunities within a supportive, forward-thinking environment with a genuine commitment to employee wellbeing and development.
The Role -
As Regional Manager, you will report to the Head of Financial Planning and lead Financial Planners across a number of regional offices. This is a dual-focused role combining management and leadership responsibilities with client-facing financial planning.
Management & Leadership:
* Manage a team of experienced Financial Planners whilst overseeing a team of Client Administrators and Paraplanners (who directly report to their respective heads) ensuring high-quality client service and delivery
* Drive regional performance and strategy aligned with the overall business plan
* Manage regional financial performance including fee income, budgeting and net asset growth
* Ensure compliance with all regulatory requirements and internal policies
* Provide leadership, mentoring and development to the regional team
Client Facing & Business Development:
* Manage and build a portfolio of existing HNW clients
* Work closely with the professional services businesses to generate referrals and maximise internal opportunities
* Drive new business from external sources including professional introducers and networking events
* Build and maintain strong relationships with clients and professional connections – both internally and externally
What's Required -
Essential:
* Level 4 qualified, and ideally Chartered (level 6 qualified)
* Experience in a leadership or management role within a Financial Planning company
* Proven track record in managing and building a portfolio of HNW clients
* Strong business development skills with experience driving new business
* Thorough knowledge of FCA regulations and compliance
* Excellent communication and relationship building skills
Desirable:
* Experience working with professional services company or a company with multiple disciplines/offerings including a wealth management company
* Strong networking capabilities within professional services
* Proven ability to lead and develop teams
Why Join?
* Join a leading regional financial planning practice with strong HNW client base
* Benefit from excellent internal referral opportunities through professional services companies
* Genuine leadership opportunity with scope to influence regional strategy
* Combine management responsibilities with client-facing financial planning
* Flexible hybrid working arrangements
* Strong focus on employee development and wellbeing
* Excellent career progression opportunities within a growing practice
* Supportive, forward-thinking culture
The Package -
* Highly competitive salary (to be disclosed upon enquiry/discussion)
* Performance-related bonus
* Comprehensive pension scheme
* Group life assurance
* Group income protection
* Private medical benefits
* Generous holiday allowance
* Hybrid working arrangements
* Additional benefits and employee wellbeing support
What's Next?
If you're an experienced Financial Planning professional with management experience, a strong track record with HNW clients, and proven business development skills, we'd love to hear from you.
For a confidential discussion about this opportunity, please apply or contact:
Nigel James Associates
Connecting talent. Building success.