Strategic Region Leader

4 weeks ago

London, Greater London, United Kingdom Interactive Investor Plc Full time
About the Role

This is a critical leadership position in the day-to-day management of abrdn Financial Planning's Financial Advisers for a specific region. The successful candidate will drive business growth through local business development activities and support national strategic opportunities.

The ideal candidate will be responsible for all key aspects of adviser performance, development, and engagement, including leading and directing people around our purpose, behaviours, and outcomes required, creating a positive client-focused culture.

  • Recruitment, retention, and growth of our people
  • Maintenance of competence and performance management of the team
  • T&C observed activities and appropriate supervisory oversight, supported by the T&C oversight team
  • Advice process adherence and influencing continuous improvement
  • Support key Local and national projects and objectives as required

Other responsibilities will include:

  • Creating & maintaining a customer-focused culture, delivering good client outcomes, and constantly improving the client experience
  • Delivering consistently to client service levels across the team
  • Leading and developing the team – improving colleague experience, creating a team culture aligned with abrdn
  • Creating and delivering a comprehensive business plan for the team, aligned to Regional/National objectives and our Financial Planning Strategic ambition
  • This includes developing and performing a range of 'take to market' strategies to drive new business opportunity and growth
  • Helping to maximise opportunity across all revenue lines in abrdn FPAL Ltd
  • Building brand and reputation locally and nationally, with well-developed business networks
  • Meeting target business results including revenue, costs, growth in assets, and client fees
  • Provide effective supervisory oversight – identifying, managing, and mitigating all key risks in the advice function, and have appropriate and up-to-date action and development plans in place
  • Ensure CPD Requirements are met across the Region and maintenance of professional standing
  • Work with Operations and Compliance to ensure appropriate MI and trend analysis to ensure effective oversight and management control and interventions
  • Support and lead local and national projects and business development work, and deputise for the Head of Business Unit as required
Requirements
  • Educated to degree level or equivalent; this would have to include a level 4 qualification in line with planners and current supervisors
  • Significant experience in leading & supervising advisers in a wealth or advice environment
  • Strong communications skills
  • Commercially adept with a business development track record
  • Good understanding of Financial Planning, technical knowledge of pensions, investment, estate planning, protection
  • Knowledge of the regulatory framework as it impacts a retail advisory business
  • Understanding of the advisory sector and an established network of relationships
  • Experienced in problem-solving and analytical skills (including financial analysis)
  • Highly effective written and verbal communication skills
  • Excellent time management and delegation
  • Clear demonstration of people development

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