Regional Director

4 weeks ago


London, United Kingdom Fram Executive Search Limited Full time

Fram are working with an independent financial planning firm with offices across the UK. Due to growth within the firm, they are looking for a regional sales director to support teams of circa 30 Financial Planners and will offer a competitive salary, bonus, and equity within the firm. The role is employed and requires someone to have experience of managing teams of advisors, supporting them with coaching, training, discussions around client fees and business development. This is a great opportunity for an experienced regional manager from either an independent or restricted background who has a proven track record in delivering an uplift in AuM from a team of existing advisors. Lead and manage a team of Financial Planners across the national network. Provide coaching, mentoring, and support to Financial Planners to enhance their performance and productivity. Collaborate with senior management to set clear sales targets and performance objectives for Financial Planners and monitor their progress regularly. Develop and implement strategies to increase the levels of revenues generated by Financial Planners. Identify opportunities for upselling and cross-selling financial products and services to existing clients. Drive business development initiatives to acquire new clients and expand the firm's client base. Collaborate with Compliance and other key stakeholders to ensure Financial Planners adhere to all financial regulations and compliance standards. Monitor and manage key financial metrics, including revenue targets, profit margins, and expenses. Implement measures to mitigate compliance risks and ensure adherence to regulatory requirements. A likely candidate will hold the level 4 Diploma and have an In-depth knowledge of financial planning. Have a proven track record of developing and managing teams of advisors, along with extensive experience in sales and business development, with a proven ability to drive revenue growth and achieve sales targets. Be happy to travel when required to offices mainly across England with the occasional trip to Scotland. Proven Leadership experience with a demonstrated track record of successfully leading and managing sales teams, in the financial services industry. TPBN1_UKTJ


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