Regional Director

2 days ago


Birmingham, Birmingham, United Kingdom Recruit Wealth Full time

Regional Manager Opportunity

Recruit Wealth is proud to represent one of the UK's fastest-growing, largest national Financial Planning businesses, backed by private equity for further growth and acquisition.

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

This newly created Regional Manager role will oversee 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.

Key Responsibilities:

* Ensure vendors and advisers are fully appraised of the firm's advisory processes
* Keep the firm's T&C managers informed
* Assist vendors in allocating clients to suitable advisers
* Support the integration team as needed, monitoring progress and providing solutions
* Liaise with vendors to ensure they understand the firm's offering
* Support the adoption and adherence to group working practices

Ideal Candidate:

* Strong understanding of an office's P&L and the Regulatory Framework
* Detailed knowledge of the IFA/Advisory sector, with previous financial planning experience

Join our client's team and contribute to their continued growth and success.


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