Regional Wealth Planning Leader | Sales & Training

Nigel James Associates Ltd; West of England; On-site; GBP 100,000 - 140,000; Full time

Benefits offered by this job

Bonus

Long Term Incentive Plan

Six figure LTIP

Career progression

Job summary

Nigel James Associates Ltd is seeking an experienced Financial Planning leader to manage a growing regional team across the South West and London. The role reports to the Head of Financial Planning and focuses on developing talent, performance oversight, and regulatory compliance.

The successful candidate will collaborate with acquisitions, integrate new advisers, and build a high-performing regional structure that scales with the business. A six-figure base and LTIP are offered.

Qualifications

• Proven experience in sales management or regional leadership within wealth management.
• Strong knowledge of Training and Competence frameworks and regulatory responsibilities.
• Experience leading geographically spread teams across multiple sites.

Responsibilities

• Support the Head of Financial Planning in overseeing and developing a regional team of Financial Planners across the South West and London.
• Take on sales management responsibility for the team, including performance oversight and commercial accountability.
• Deliver Training and Competence responsibilities to ensure advisers are supported and developed.
• Lead a mixed team of advisers from acquisitions, new recruits, and progression paths to maximize performance.
• Shape the regional management infrastructure as the firm scales.

Skills

Sales management

Regional leadership

Training & competence

Regulatory oversight

Multi-site leadership

Job description

Nigel James Associates Ltd is seeking an experienced Financial Planning leader to manage a growing regional team across the South West and London. The role reports to the Head of Financial Planning and focuses on developing talent, performance oversight, and regulatory compliance.

The successful candidate will collaborate with acquisitions, integrate new advisers, and build a high-performing regional structure that scales with the business. A six-figure base and LTIP are offered.