Regional Manager- Financial Planning

2 weeks ago


Leeds, United Kingdom Fram Executive Search Limited Full time

Are you a seasoned financial planning professional with a passion for providing tailored financial advice? Our client is a growing financial planning firm with offices across the UK. They are seeking a dynamic Regional Director to enhance, develop, and grow a small team of Advisers in the Leeds region, along with giving advice to a book of HNW individuals. Implementing policies and strategies required to deliver the company's business objectives.
Ensuring a clear understanding and the implementation of the Consumer Duty.
Working with the Head of Compliance and other members of the SMT.
Providing financial advice
The successful candidate is likely to be level 6 qualified in Financial Planning, or a Chartered Financial Planner from the Chartered Insurance Institute (CII). In addition, a proven track record of managing and developing a team of Financial Advisers is advantageous.



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