Regional Wealth Planning Manager | Lead & Grow Team

Titan Wealth; Norwich; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A prominent financial services company in Norwich is seeking a Regional Manager to oversee financial planning services. The ideal candidate will excel in achieving revenue targets and coaching a dedicated team, while being responsible for compliance and business development. A Diploma in Financial Planning is essential, and candidates with advanced qualifications will be preferred. This position offers competitive salaries and flexible working arrangements including 2 days in the office weekly.

Benefits

Competitive salary

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas closure

Life Assurance

Health cash plan

Flexible benefits

Qualifications

• Experience in financial planning and line management.
• Ability to understand regulatory risks impacting the business.
• Demonstrated leadership skills with a focus on team development.

Responsibilities

• Achieve team revenue and business targets.
• Coach and motivate team to perform at high levels.
• Lead business development campaigns.

Skills

Coaching and training delivery

Performance management

Project management

Operational awareness

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning or Chartered Financial Planner

Job description

A prominent financial services company in Norwich is seeking a Regional Manager to oversee financial planning services. The ideal candidate will excel in achieving revenue targets and coaching a dedicated team, while being responsible for compliance and business development. A Diploma in Financial Planning is essential, and candidates with advanced qualifications will be preferred. This position offers competitive salaries and flexible working arrangements including 2 days in the office weekly.