Regional Director

This well-established wealth management company with nearly 10 billion AUM, is seeking an experienced and driven Regional Director to lead a group of Financial Planning teams in the North. This is a fantastic opportunity to shape strategy, support high-performing professionals, and help grow a successful, forward-thinking business.  This company is known for its wonderful supportive culture, and it’s a place where you can thrive.

Key Responsibilities

• Lead and manage two pods of Financial Planners across the North
• Take full accountability for certified advisers within the region
• Drive performance against business targets, KPIs and growth metrics
• Line manage, coach and mentor Pod Leaders, supporting their development and CPD
• Collaborate with internal teams (Compliance, People, Training) on people initiatives and performance
• Represent the region in senior leadership forums and business planning activities
• Promote a comprehensive financial planning approach and high-quality client outcomes
• Support delivery of company-wide events and adviser meetings
• Maintain a modest, high-quality client book (no new business targets), ensuring excellent service and relevance to adviser challenges

What You’ll Bring

• Chartered Financial Planner status (or equivalent) with strong technical expertise
• Proven leadership experience within financial planning
• Strong coaching and mentoring ability; passionate about team development
• Commercial acumen with a clear focus on delivering client-first outcomes.
• Excellent communication skills across all levels of the business
• A collaborative, strategic mindset and a desire to contribute to the company’s national growth
• Up-to-date SPS and CPD

What’s On Offer

• £100,000 – £130,000 base salary (depending on experience and responsibility)
• Uncapped bonus based on revenue formula
• Private medical, pension, income protection, life cover and flexible benefits platform
• Generous holiday allowance
• Industry-leading training and exam support post-probation
• Potential future pathway to partnership and equity participation

This is a fantastic opportunity to make a real impact in a key leadership role, and to grow your career while helping others do the same.