Regional Manager

2 days ago


Birmingham, Birmingham, United Kingdom Recruit Wealth Ltd Full time
Regional Manager Opportunity

Recruit Wealth Ltd is delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic, independent service across financial planning, wealth management, and investment management.

This newly created Regional Manager opportunity will be covering the Midlands area, overseeing day-to-day operations of regional hubs/offices, reporting directly to a Regional Director, and working closely with regional teams of advisers and support staff.

You will have an understanding of an office's P&L, the Regulatory Framework, and the effect both have on further acquisitions.

You will have detailed knowledge of the IFA/Advisory sector, ideally with previous financial planning experience.

  • Assist the integration team as and when required, monitoring progress and providing solutions.
  • Keep up to date with financial products and legislation, complying with all industry rules and regulations.
  • Where holding client relationships, provide clients with financial advice and make recommendations on how best to meet their goals.

Home and regional office working is fully supported, and you'll be expected to travel during the working week.


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