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- Tasks: Lead and inspire a team of Financial Planners to deliver exceptional client outcomes.
- Company: Attivo, a privately owned Lifestyle Financial Planning firm with a focus on client trust.
- Benefits: Competitive salary, professional development, and a culture of high performance.
- Why this job: Make a real impact by developing talent and driving exceptional client experiences.
- Qualifications: Experience in leading financial planning teams and a Diploma in Regulated Financial Planning.
- Other info: Join a company recognised as one of the Best Financial Advisers to Work For 2025.
The predicted salary is between 36000 - 60000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We are a privately owned company, which allows us to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open, and honest, an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients' preferences and motivations sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you are a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people because when our people thrive, so do our clients. We are proud to have been named one of the Professional Advisers Best Financial Advisers to Work For 2025.
About the role
As a Regional Director, you will lead a team of Financial Planners to deliver an outstanding client experience in line with our Lifestyle Financial Planning proposition. You will play a key role in driving performance, improving processes, and ensuring high standards of advice and service. A core part of the role is developing and coaching less experienced Financial Planners, creating a strong talent pipeline and supporting progression towards Chartered and Fellow status. You will work closely with your fellow Regional Directors and central teams to share best practice, embed operational efficiency, and help deliver Attivo's ambitious growth plans. You will be a visible leader supporting Planner performance and income delivery, identifying development needs and ensuring compliance with regulatory standards, all while upholding our values and championing a high-trust, high-performance culture.
About you
You are an experienced leader who understands what good looks like in financial planning and advice and how to bring out the best in others. You have successfully managed teams and delivered results, but you are just as passionate about developing talent as you are about hitting targets. You are confident working with a range of stakeholders and able to influence, inspire, and challenge where needed. You are commercially minded, client-focused, and energized by creating an environment where planners can succeed and grow. You are likely to hold Chartered Financial Planner status or be very close to it. You understand the importance of quality compliance and culture, and you are ready to make a difference in a firm that values long-term thinking and long-term people.
Key Responsibilities include:
- Lead and inspire a team of Financial Planners to deliver exceptional client outcomes and a consistent service proposition.
- Coach and develop less experienced planners, creating clear progression pathways and supporting their journey to Chartered and Fellow status.
- Drive team performance to meet income targets, KPIs, and quality standards.
- Collaborate with Regional Directors and support teams to share best practice and ensure joined-up service delivery.
- Monitor advice activity to ensure regulatory compliance and uphold the highest professional standards.
- Support the recruitment, onboarding, and integration of new planners and acquisition teams.
- Provide insightful performance reporting to leadership and contribute to strategic planning.
- Foster a high-trust, high-performance culture that reflects Attivo's values and commitment to continuous improvement.
- Champion technology adoption to improve efficiency and free up time for meaningful client engagement.
Essential skills and experience:
- Diploma in Regulated Financial Planning (Level 4).
- Proven experience in leading or managing a team of Financial Planners.
- Strong coaching and mentoring skills, particularly with less experienced professionals.
- Track record of achieving revenue targets and delivering KPIs.
- High level of business acumen and strategic thinking.
- Strong organisational, communication, and leadership skills.
Desirable skills and experience:
- Chartered Fellow or working towards Chartered Financial Planner status.
- Supervisory qualifications (e.g. J07 or AF6).
- Experience with Intelliflo and cashflow modelling tools.
Regional Director - Financial Planning/Advice employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Director - Financial Planning/Advice
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet with hiring managers or during interviews, share your insights and experiences in financial planning. This not only demonstrates your knowledge but also shows that you're passionate about the field.
✨Tip Number 3
Prepare for those interviews! Research Attivo and understand their values and culture. Think about how your experience aligns with their mission of delivering exceptional client outcomes. Tailor your responses to reflect their focus on transparency and client trust.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Attivo team. Let’s make this happen together!
We think you need these skills to ace Regional Director - Financial Planning/Advice
Some tips for your application 🫡
Show Your Passion for Financial Planning: When you write your application, let your enthusiasm for financial planning shine through. We want to see how your experience aligns with our values and how you can inspire others in the team.
Tailor Your Application: Make sure to customise your application to reflect the specific role of Regional Director. Highlight your leadership skills and any relevant achievements that demonstrate your ability to drive performance and develop talent.
Be Clear and Concise: Keep your writing straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us understand your qualifications quickly.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at Attivo.
How to prepare for a job interview at Attivo Group
✨Know Your Stuff
Make sure you’re well-versed in financial planning principles and the specifics of Attivo’s approach. Brush up on your knowledge of lifestyle financial planning and be ready to discuss how you can lead a team to deliver exceptional client outcomes.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed teams and developed talent in the past. Highlight your coaching and mentoring experiences, especially with less experienced planners, as this is crucial for the role.
✨Understand Their Culture
Familiarise yourself with Attivo's values and their commitment to transparency and client focus. Be ready to discuss how you can contribute to fostering a high-trust, high-performance culture that aligns with their mission.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to drive performance. Think about specific situations where you’ve improved processes or met income targets, and be prepared to share those stories.
