Regional Manager

We are pleased to be working with a long standing wealth management client on an excellent opportunity for a Regional IFA Manager to join their growing private client division.

The client are a national IFA, seeking a senior / experienced Financial Planner with supervisory or management experience to join the business during an exciting growth stage and take responsibility for managing and growing the team.

Candidates will be responsible for directly managing and developing a team of Financial Planners and taking responsibility for increasing business levels and ensuring targets are achieved within the region. You will also be responsible for looking after a portfolio of existing clients offering advice across the full spectrum of financial planning.

Candidates need to ideally be Chartered, or Diploma qualified and progressing towards Chartered. You will be able to demonstrate previous managerial / supervisory experience within a wealth management environment and have a strong technical knowledge of the financial planning process for private & corporate clients.

Sector Financial Services
Region West Midlands
Job typePermanent

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