Regional Sales Manager

Ferguson Dean; Liverpool; On-site; GBP 60,000 - 75,000; Full time

Job summary

Ferguson Dean in the Northwest of England is seeking a Manager to lead and nurture its advisory team, guiding field-based and Pathfinder advisers to deliver goals-based financial planning.

You will embed cashflow forecasting in the advice process, supervise day-to-day operations, and shape a high-performance culture focused on client outcomes and adviser development. You will also use performance data to tailor coaching and develop bespoke personal development plans for advisers.

Qualifications

• Proven track record in management or leadership roles.
• Strong experience in goals-based financial planning and cashflow forecasting.
• Experience in a regulated supervisory role.

Responsibilities

• Lead and develop the advisory team, ensuring high-quality advice and strong commercial performance.
• Embed cashflow forecasting in the advice process, helping clients achieve their financial goals.
• Supervise day-to-day operations, ensuring advisers are supported and motivated.
• Drive commercial performance by addressing genuine client needs, not just chasing targets.
• Manage adviser capacity to balance client demand and adviser workload.
• Develop bespoke personal development plans for each adviser.
• Foster a strong team culture, ensuring advisers feel backed and valued.
• Conduct regular 1:1s and use performance data to tailor coaching and support.

Skills

People leadership

Goals-based financial planning

Cashflow forecasting

Performance data

Adviser coaching

Regulated supervisory experience

Leadership in financial services

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Are you a natural leader with a passion for developing people and driving performance? A rapidly expanding IFA firm is seeking a Manager to lead and nurture its advisory team. This role offers the chance to make a significant impact, guiding both field-based and Pathfinder advisers to deliver exceptional, goals-based financial planning.

Key duties and responsibilities:

• Lead and develop the advisory team, ensuring high-quality advice and strong commercial performance.
• Embed cashflow forecasting in the advice process, helping clients achieve their financial goals.
• Supervise day-to-day operations, ensuring advisers are supported and motivated.
• Drive commercial performance by addressing genuine client needs, not just chasing targets.
• Manage adviser capacity to balance client demand and adviser workload.
• Develop bespoke personal development plans for each adviser.
• Foster a strong team culture, ensuring advisers feel backed and valued.
• Conduct regular 1:1s and use performance data to tailor coaching and support.

Skills and experience:

• Exceptional people leadership skills with a natural ability to coach and develop individuals.
• Strong experience in goals-based financial planning and cashflow forecasting.
• Proven track record in management or leadership roles, with the ability to motivate and achieve results.
• Commercial acumen, with a focus on meeting client needs rather than applying sales pressure.
• Proficiency in using performance data to manage capacity and track delivery.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Alignment with company values and enthusiasm for a leader-leader approach.
• Based in the Northwest of England.
• Experience in a growing or acquisitive business.
• Experience in a regulated supervisory role.

This is a unique opportunity at a time for continued growth for this firm, with the chance to provide real leadership and guidance.