We are pleased to be supporting an exciting and expanding wealth management and broader financial services organisation with the recruitment of a critical role to aid the next phase of their growth. Our client requires a Regional Manager for the east region to lead and inspire an established and expanding team of skilled Financial Planners.
Responsibilities:
- Ensure the delivery of wealth management and financial planning advice to clients whilst ensuring the team deliver outstanding customer service and foster long term relationships.
- Coach, develop and promote best practice and compliance through a culture of excellence to achieve personal and business objectives.
- Support business development campaigns and the delivery of key projects.
- Work alongside T&C Managers to ensure continued compliance and address any training and development needs.
Experience:
- Candidates must have demonstrable experience of leading a team of financial planners or IFA’s including setting objectives, performance management, training etc.
- You will have both financial planning and line management / leadership experience.
- Candidates need to be educated to Diploma Level 4 and ideally be working towards or hold Chartered status.
In return, candidates can expect to receive a competitive basic salary and bonus scheme as well as an attractive benefits package including enhanced pension, PMI etc.