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- Tasks: Lead regional operations, support advisers, and ensure compliance in financial planning.
- Company: Join one of the UK's fastest-growing financial planning firms, backed by private equity for expansion.
- Benefits: Enjoy a competitive package, flexible home and office working, and travel opportunities across the South East.
- Why this job: Be part of a dynamic team, make an impact in financial services, and grow your career in a supportive environment.
- Qualifications: Experience in financial planning or advisory roles, with knowledge of P&L and regulatory frameworks.
- Other info: Immediate start available; apply now for a chance to join a leading firm!
The predicted salary is between 43200 - 72000 £ per year.
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic, independent service across financial planning, wealth management and investment management.
This newly created opportunity will be covering the South East England area, overseeing day to day operations of regional hubs/offices, reporting directly to a Regional Director and working closely with the regional teams of advisers and support staff. You will have an understanding of an office's P&L, the Regulatory Framework and the effect both have in respect of further acquisitions. You will have detailed knowledge of the IFA/Advisory sector, ideally with previous financial planning advisory experience.
Overview/duties will include:
- Ensuring that the vendors and where appropriate the advisers are fully appraised in respect of the firms advisory processes
- Keep the firms T&C managers fully appraised
- Assist vendors to allocate clients to the most suitable advisers
- Assist the integration team as and when required, which will include monitoring progress and providing solutions
- Liaise with vendors to ensure they fully understand the firms offering
- Support the effecting adoption and adherence to group working practices
- Oversight of the compliant and timely delivery of MiFID II compliant ongoing service reviews
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
- Where appropriate manage client relationships and maintain competency as a practicing adviser
- Where holding client relationships, you will provide clients with financial advice and make recommendations on how best to meet their goals.
The position is employed, supported by an excellent package alongside being viewed as an integral part of the managerial team. Home and regional office working is fully supported and you’ll be expected to travel during the working week to various South East offices. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Regional Manager employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Manager
✨Tip Number 1
Familiarise yourself with the specific financial products and regulations relevant to the IFA/Advisory sector. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the financial planning and wealth management sectors. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss your experience with P&L management and how it relates to operational efficiency. Be ready to provide examples of how you've successfully managed budgets or improved financial performance in previous roles.
✨Tip Number 4
Understand the company's growth strategy and recent acquisitions. Being able to articulate how your skills align with their goals will set you apart from other candidates and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Regional Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Regional Manager position. Familiarise yourself with the financial planning and advisory sector, as well as the specific duties mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning, wealth management, and any previous managerial roles. Emphasise your understanding of P&L, regulatory frameworks, and your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that align with the job duties, such as overseeing operations or liaising with vendors, and explain how you can contribute to the company's growth.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Recruit Wealth Ltd
✨Understand the Financial Landscape
Make sure you have a solid grasp of the financial planning and advisory sector. Brush up on current trends, regulations, and key players in the market. This knowledge will help you demonstrate your expertise and show that you're well-prepared for the role.
✨Know Your P&L
Since the role involves overseeing the P&L of regional hubs, be ready to discuss your understanding of profit and loss statements. Prepare examples from your past experience where you've successfully managed or influenced financial outcomes.
✨Showcase Your Leadership Skills
As a Regional Manager, you'll be leading teams and liaising with various stakeholders. Be prepared to share specific examples of how you've effectively managed teams, resolved conflicts, and driven performance in previous roles.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the company's growth plans, team dynamics, and how they measure success in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.
