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For Companies At a Glance
- Tasks: Lead and support certified advisers while managing KPIs and mentoring team members.
- Company: Join a reputable firm focused on delivering high-level financial advice across the North of England.
- Benefits: Enjoy a negotiable salary, uncapped bonuses, and attractive employee benefits.
- Why this job: Make an impact by coaching others and leading by example in a dynamic environment.
- Qualifications: Must be a Chartered Financial Planner with experience in coaching and line management.
- Other info: Opportunity to manage a small client book while driving business success.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Our client has a Senior Managers position available covering the north of England whilst working from a Northeast hub.
The role holder will have overall responsibility for all certified advisers within the region, monitoring and supporting new business and a wider set of KPI’s. Line management, coaching and mentoring is an integral part of the role whilst working with support function e.g. compliance and training.
In addition, it’s desirable that whilst not targeted the role holder will look after small book of clients, delivering high level financial advice leading by example and creating credibility
The candidate will be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry. In addition, coaching, development and line management experience in an IFA environment is mandator
Salary is negotiable and will be based on experience and there’s an uncapped bonus plus employee benefits
IFA - Regional Director - North employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA - Regional Director - North
✨Tip Number 1
Network with other financial planners and industry professionals in the North of England. Attend local finance events or seminars to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the specific KPIs and compliance standards relevant to the IFA sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your coaching and mentoring experiences in detail. Think of specific examples where you've successfully developed others, as this is a key aspect of the Regional Director position.
✨Tip Number 4
Showcase your understanding of the financial advice landscape in the North. Research regional trends and challenges, and be ready to discuss how you can lead your team through them effectively.
We think you need these skills to ace IFA - Regional Director - North
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, particularly any leadership roles you've held. Emphasise your Chartered Financial Planner status and any relevant achievements in coaching and mentoring.
Craft a Compelling Cover Letter: In your cover letter, explain why you're the perfect fit for the Regional Director role. Discuss your understanding of the industry and how your experience aligns with the responsibilities outlined in the job description.
Highlight Key Skills: Focus on key skills such as line management, coaching, and compliance knowledge. Use specific examples from your past roles to demonstrate how you've successfully managed teams and supported new business initiatives.
Showcase Client Management Experience: If you have experience managing a book of clients, mention this in your application. Highlight how you deliver high-level financial advice and build credibility within your team and with clients.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Leadership Skills
As a Regional Director, you'll be responsible for managing and mentoring advisers. Be prepared to discuss your previous leadership experiences, how you've developed teams, and the impact of your coaching on their performance.
✨Demonstrate Industry Expertise
Since the role requires an expert understanding of the financial planning industry, brush up on current trends, regulations, and best practices. Be ready to share insights and examples that highlight your knowledge and experience.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills in real-world situations. Think of specific scenarios where you successfully managed challenges or improved processes within an IFA environment.
✨Discuss Client Management Experience
Although not the primary focus, you'll still manage a small book of clients. Be ready to talk about your approach to client relationships, how you deliver high-level financial advice, and any successes you've had in this area.
