Regional Manager

⭐️ Regional Manager – Financial Advice

South West

Competitive package on offer

Our client is a leading national IFA firm committed to delivering client-focused, independent financial advice. With a strong reputation for integrity, professionalism, and client service, they are looking to appoint an experienced and dynamic Regional Manager to lead and develop a team of Financial Advisers.

As Regional Manager, you will play a key leadership role within their firm, ensuring that their advisers are supported, compliant, productive, and aligned with the company values and objectives.

Role & Responsibilities:

• Lead, coach, and develop a team of Financial Advisers across the region to meet individual and team performance targets
• Support advisers in achieving high standards of client care, compliance, and business growth
• Deliver strategic initiatives at a regional level to support national business goals
• Recruit and onboard new advisers to grow your team in line with company expansion plans
• Conduct regular performance reviews, field visits, and ensure adherence to FCA regulations and internal compliance standards
• Collaborate with internal stakeholders including Compliance, Operations, and Marketing to support adviser success
• Identify and implement regional opportunities for growth and improved efficiency

Do you have the following to apply? ✅

• Proven experience in a leadership role within a financial advice or wealth management environment
• Excellent understanding of FCA regulations and the advice process
• Level 4 Diploma in Financial Planning (DipPFS or equivalent) – essential

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.