Regional Wealth Planning Lead – South (Hybrid)

Titan Wealth Holdings Limited; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Regional Manager to oversee Private Client Financial Planners across the South of England. The successful candidate will be responsible for delivering outstanding financial advice and achieving business growth within the region. This role demands significant financial planning and leadership experience, with a focus on coaching team members. The position offers a competitive salary, benefits including hybrid working, and the opportunity to contribute to an inspiring team culture.

Benefits

Competitive salary

Private Medical Insurance

Employee Pension Scheme

25 days Annual Leave

Life Assurance

Hybrid working

Discretionary performance related bonus

Employee Assistance Programme

Lunch provided in the office

Qualifications

• Proven financial planning experience required.
• Must have line management and coaching experience.
• Willingness to progress to advanced financial qualifications.

Responsibilities

• Achieve team revenue and new business targets.
• Coach and develop financial planners for high performance.
• Lead business development campaigns with support.
• Ensure compliance with performance measures.

Skills

Coaching

Leadership

Performance Management

Relationship Building

Education

Diploma in Financial Planning

Chartered Financial Planner

Job description

A leading financial services provider is seeking a Regional Manager to oversee Private Client Financial Planners across the South of England. The successful candidate will be responsible for delivering outstanding financial advice and achieving business growth within the region. This role demands significant financial planning and leadership experience, with a focus on coaching team members. The position offers a competitive salary, benefits including hybrid working, and the opportunity to contribute to an inspiring team culture.