Regional Manager

7 days ago


Birmingham UK, West Midlands, United Kingdom Clayton Davies Full time

Our client, a national financial planning firm, are looking for a Regional Manager to develop and support Advisers at all stages of their career.


Key Responsibilities:


  • Coaching and mentoring Advisers to ensure business plans are met
  • Ensure the team proactively work with the wider group and identify opportunities to cross refer clients
  • Lead a team of Financial Advisers ensuring their continued compliance with KPIs and wider performance measures and manage their performance in line with our internal procedures.
  • Ensure the team focus on delivering an excellent service to all clients, regularly seeking feedback to determine areas that can improve
  • Complete T&C supervisor responsibilities for team


Experience Required:


  • Diploma in Financial Planning as a minimum
  • Experience in managing a team of both experienced and junior IFA's


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