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For Companies At a Glance
- Tasks: Lead and manage financial advisers, driving business growth and client satisfaction.
- Company: Join abrdn Financial Planning, part of interactive investor, trusted by over 420,000 clients.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a supportive team culture.
- Why this job: Make a real impact in clients' lives while developing your leadership skills in a dynamic environment.
- Qualifications: Degree level education with significant experience in leading advisers in a wealth management setting.
- Other info: Opportunity to work on local and national projects, enhancing your professional network.
The predicted salary is between 43200 - 72000 £ per year.
Everything we do at abrdn Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals.
abrdn Financial Planning & Advice Ltd now forms part of interactive investor. ii has been investing in our customers’ success for almost 30 years. That’s why over 420,000 people put their trust in our award-winning investment platform.
With a low, flat monthly fee, you can keep more of what you make and take control of your financial future. Whether you’re investing in an ISA, pension, or Trading Account, you have access to one of the widest ranges of investments on the market – including shares, funds, trusts and ETFs.
Lean on our award-winning, UK-based customer service team if you ever need help. And if you’re looking for investment inspiration, you can look to our expert team of journalists and their regular news and insights.
About the role:
This is a critical role in the leadership and day to day management of abrdn Financial Planning’s Financial Advisers for a specific region and will look to drive the growth of our business through local business development activities and supporting national strategic opportunities.
You will be responsible for all key aspects of adviser performance, development and engagement, including:
- Leading, directing and engaging people around our purpose, behaviours and outcomes required, creating a positive client focused culture.
- Recruitment, retention and growth of our people.
- Maintenance of competence and performance management of team.
- T&C observed activities and appropriate supervisory oversight, supported by the T&C oversight team.
- Advice process adherence and influencing continuous improvement.
- Support key Local and national projects and objectives as required.
- Maintain CAS status and advise a small, discreet portfolio of HNW clients.
Other responsibilities will include:
- Creating & maintaining a customer focused culture, delivering good client outcomes and constantly improving the client experience delivering consistently to client service levels across the team.
- Leading and developing the team – improving colleague experience, creating a team culture aligned with abrdn.
- Creating and delivering a comprehensive business plan for the team, aligned to Regional/National objectives and our Financial Planning Strategic ambition.
- This includes developing and performing a range of ‘take to market’ strategies to drive new business opportunity and growth.
- Helping to maximise opportunity across all revenue lines in abrdn FPAL Ltd.
- Building brand and reputation locally and nationally, with well-developed business networks.
- Meeting target business results including revenue, costs, growth in assets and client fees.
- Provide effective supervisory oversight – identifying, managing and mitigating all key risks in the advice function, and have appropriate and up to date action and development plans in place.
- Ensure CPD Requirements are met across the Region and maintenance of professional standing.
- Work with Operations and Compliance to ensure appropriate MI and trend analysis to ensure effective oversight and management control and interventions.
- Support and lead local and national projects and business development work, and deputise for the Head of Business Unit as required.
Requirements
Skills & Experience
- Educated to degree level or equivalent this would have to include a level 4 qualification in line with planners and current supervisors.
- Significant experience in leading & supervising advisers in a wealth or advice environment.
- Strong communications skills.
- Commercially adept with a business development track record.
- Good understanding of Financial Planning, technical knowledge of pensions, investment, estate planning, protection.
- Knowledge of the regulatory framework as it impacts a retail advisory business.
- Understanding of the advisory sector and an established network of relationships.
- Experienced in problem-solving and analytical skills (including financial analysis).
- Highly effective written and verbal communication skills.
- Excellent time management and delegation.
- Clear demonstration of people development.
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Regional Director - Financial Planning employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Director - Financial Planning
✨Tip Number 1
Network actively within the financial planning community. Attend industry events, webinars, and local meetups to connect with professionals who can provide insights into the role and potentially refer you.
✨Tip Number 2
Research abrdn Financial Planning's recent projects and initiatives. Understanding their current strategies and challenges will help you tailor your conversations and demonstrate your alignment with their goals during interviews.
✨Tip Number 3
Showcase your leadership experience in previous roles. Be prepared to discuss specific examples of how you've successfully led teams, improved performance, and driven business growth in a financial advisory context.
✨Tip Number 4
Familiarize yourself with the regulatory framework affecting retail advisory businesses. Being knowledgeable about compliance and risk management will set you apart as a candidate who understands the complexities of the role.
We think you need these skills to ace Regional Director - Financial Planning
Some tips for your application 🫡
Understand the Role: Before you start writing your application, make sure you fully understand the responsibilities and requirements of the Regional Director - Financial Planning position. Tailor your application to highlight how your experience aligns with their needs.
Highlight Relevant Experience: In your CV and cover letter, emphasize your significant experience in leading and supervising advisers in a wealth or advice environment. Provide specific examples of how you've driven business development and improved client outcomes.
Showcase Communication Skills: Given the importance of strong communication skills for this role, ensure that your application reflects your ability to communicate effectively. Use clear and concise language, and consider including examples of successful team leadership or client interactions.
Demonstrate Problem-Solving Abilities: Include instances where you've successfully solved complex problems or made analytical decisions in your previous roles. This will showcase your capability to handle the challenges associated with the position.
How to prepare for a job interview at Interactive Investor
✨Showcase Your Leadership Skills
As a Regional Director, you'll be leading a team of financial advisers. Be prepared to discuss your leadership style and provide examples of how you've successfully managed and developed teams in the past.
✨Demonstrate Your Financial Knowledge
Make sure you have a solid understanding of financial planning concepts, including pensions, investments, and estate planning. Be ready to discuss how you can apply this knowledge to drive business growth and improve client outcomes.
✨Highlight Your Business Development Experience
This role requires a strong track record in business development. Prepare to share specific examples of how you've successfully identified and pursued new business opportunities in previous roles.
✨Prepare for Regulatory Questions
Given the importance of compliance in the financial advisory sector, be ready to discuss your understanding of the regulatory framework and how it impacts advisory businesses. This will demonstrate your ability to manage risks effectively.
