⭐️Regional Manager
📍Home Based (with travel as/when necessary)
💰c.£85,000 + Bonus + Benefits
Our client is a leading national Independent Financial Advice firm, providing high-quality, client-centric financial planning solutions across the UK. Due to continued growth, they are seeking an experienced and commercially minded Regional Manager to oversee and support a network of Independent Financial Advisers.
As Regional Manager, you will be responsible for the leadership and performance of a panel of IFAs. You will act as a trusted business partner to advisers, driving growth, improving quality, and ensuring regulatory standards are consistently met.
Role & Responsibilities: 📋
* Lead, manage, and support a regional panel of Independent Financial Advisers
* Drive adviser performance through coaching, mentoring, and regular reviews
* Ensure advisers operate in line with FCA regulations, company policies, and compliance standards
* Support recruitment, onboarding, and development of new advisers
* Identify growth opportunities and implement regional business plans
* Act as a key liaison between advisers and head office functions (Compliance, Operations, Paraplanning, Sales Support)
* Maintain strong relationships with advisers, promoting engagement and retention
Do you have the following to apply? ✅
* Proven experience in a Regional Management (or similar) role
* Strong understanding of UK financial advice regulations and compliance requirements
* Minimum Level 4 Diploma in Financial Planning (or equivalent)
* Demonstrated ability to lead, motivate, and develop advisers
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.