Regional Director, Financial Planning & Advice - Remote

Attivo Group; Greater London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A prominent financial planning firm located in Greater London is seeking a Regional Director to lead a team of Financial Planners. The role focuses on delivering exceptional client experiences, enhancing team performance, and fostering a high-trust, high-performance culture. The ideal candidate will possess strong leadership skills, a background in financial planning, and a passion for developing others. Offering a competitive salary and comprehensive benefits, this position is integral to the firm's growth and client satisfaction.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Generous holiday allowance

Flexible working options

Parking allowance

Qualifications

• Proven experience in leading or managing a team of Financial Planners.
• Strong coaching and mentoring skills, particularly with less experienced professionals.
• Track record of achieving revenue targets and delivering KPIs.

Responsibilities

• Lead and inspire a team of Financial Planners to deliver exceptional client outcomes.
• Coach and develop less experienced planners, supporting their journey to Chartered or Fellow status.
• Monitor advice activity and ensure regulatory compliance.

Skills

Coaching and mentoring skills

Business acumen

Leadership skills

Strategic thinking

Communication skills

Education

Diploma in Regulated Financial Planning (Level 4)

Tools

Intelliflo

Job description

A prominent financial planning firm located in Greater London is seeking a Regional Director to lead a team of Financial Planners. The role focuses on delivering exceptional client experiences, enhancing team performance, and fostering a high-trust, high-performance culture. The ideal candidate will possess strong leadership skills, a background in financial planning, and a passion for developing others. Offering a competitive salary and comprehensive benefits, this position is integral to the firm's growth and client satisfaction.