As Regional Manager you will be responsible for the management and development of Wealth Planners within your region. If you are someone who loves coaching and mentoring Wealth Planners, then this is the role for you. You will be joining a very successful, innovative and growing national Wealth Planning firm, whose clients range from private individuals to some of the largest universities in the UK
As someone who brings out the best in people, you will enjoy the outcomes that this role means
Your role will encompass:
- Ensuring team members achieve relevant expected results
- Enjoying first line supervision and management of wealth planners in your region
- Coaching and mentoring to bring out the best in your team
- Providing advice and guidance in line with best practice guidelines
- Ensuring highest standards of client care
- Developing strategic relationships with third parties
- Identifying opportunities for process improvement
- Responsible for the Annual Reviews process and competition for your team
- Wider leadership support across the business at senior manager request
- Sharing knowledge and insight with colleagues
- Providing support, guidance and coaching to junior/trainee wealth planners to support them in their professional development alongside managing very seasoned IFAs
You will need to have:
- Excellent knowledge of Wealth Planning process, products and procedures
- First line experience of managing a multi-site advisory team
- Experience of leading and developing a successful team to expected results
- Experience in developing 3rd party relationships to promote business success
- Qualified Wealth Planner, with a minimum of level 4 qualification
Should this role be of interest, please do apply – this is one of those rare roles where you can truly make a difference!