At a Glance
- Tasks: Lead operations, manage teams, and drive revenue growth in a dynamic financial planning environment.
- Company: Top-ranked Chartered financial planners known for holistic wealth management services.
- Benefits: Hybrid working, competitive salary, and opportunities for professional development.
- Other info: Join a supportive team focused on innovation and client success.
- Why this job: Make a real impact in the financial sector while leading a talented team.
- Qualifications: Chartered financial planner or nearing completion, with strong leadership and analytical skills.
The predicted salary is between 80000 - 100000 £ per year.
Our client is a directly regulated firm of Chartered financial planners, ranked in the FT Adviser Top 20 and located across the UK. They are recognised as a leading provider of holistic planning services, centred around the creation, protection, and distribution of wealth. They build tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk. Their professional process uses leading edge technology to build and maintain wealth and provide peace of mind that goals are being achieved. They are an advocate of bespoke, face-to-face advice delivered by highly qualified and experienced financial services professionals supported by a team of paraplanners.
The regional director will be responsible for leading and managing daily operations to achieve business goals and maximize profitability. Duties include guiding management staff in your region, setting performance objectives, evaluating and optimising operational performance, ensuring regulatory and company standards are upheld, and preparing operations and financial reports.
To be successful as a regional director, you should be able to lead and manage people, ensure operations run smoothly, and achieve revenue targets. Ultimately, a top-notch regional director should be able to perform efficiently in a high-pressure environment and demonstrate excellent problem-solving and decision-making skills.
Role Requirements:- Achieving business goals and revenue targets
- Overseeing daily operations, managing budgets, and setting performance objectives
- Recruiting, training, and supporting general managers as well as conducting regular performance appraisals
- Developing and implementing business, marketing, and advertising plans
- Managing internal and external stakeholder relations and negotiating contracts
- Planning, evaluating, and optimizing operations to be efficient and cost-effective
- Ensuring company standards and procedures are followed
- Preparing and presenting monthly, quarterly, and annual statements, analyses, and reports of operations and finances
- Dealing with escalated customer issues, incident reports, and legal actions
- Develop and execute a comprehensive go-to-market strategy in concert with the company’s market strategy
- Lead pre-sales efforts and manage the revenue pipeline
- Work with the Consumer Duty Champion to deliver and report on the company’s Consumer Duty and Vulnerable Customer strategies
- Collaborate with the board to drive business objectives and revenue growth
- Establish KPIs, analyse market trends, and drive demand generation activities
- Manage sales teams, customer success, and brand engagement initiatives
- Integrate revenue technology stack and optimise sales operations
- Build and manage high-performing teams, allocating budget effectively
- Chartered financial planner qualified or close to completion
- Excellent leadership and decision-making skills
- Experience managing teams up to 15 paraplanners
- Natural new business generation activity
- Excellent communication, presentation, negotiation, and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and collaboratively in a team environment
- Willingness to travel nationally
- Competency in all Microsoft suites
- Working knowledge of IO back office
- High level of knowledge of cash flow planning tools
- Working knowledge of Dynamic Planner for risk profile tools
- Experience of adviser-oriented AI tools
Regional Director, Wealth & Advisory Growth in Bath employer: VICIT
Our client is an exceptional employer, offering a dynamic work culture that prioritises professional growth and development within the financial planning sector. With a strong commitment to employee well-being, they provide hybrid working options and a supportive environment where talented individuals can thrive and make a meaningful impact on clients' lives. Located in South-West England, this firm not only ranks among the top in its field but also fosters a collaborative atmosphere that encourages innovation and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Director, Wealth & Advisory Growth in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of hearing about opportunities before they even hit the job boards.
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their values, recent news, and how they operate. This will not only help you answer questions but also show that you're genuinely interested in the role and the company.
✨Tip Number 3
Practice your pitch! You should be able to clearly articulate your experience and how it aligns with the role of Regional Director. Keep it concise and impactful, focusing on your leadership skills and ability to drive results.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it’s a great opportunity to reiterate your enthusiasm for the position and the company.
We think you need these skills to ace Regional Director, Wealth & Advisory Growth in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Regional Director role. Highlight your leadership experience, financial planning qualifications, and any relevant achievements that showcase your ability to meet business goals.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've led teams, managed operations, and achieved revenue targets in the past.
Showcase Your Problem-Solving Skills:In your application, don’t forget to mention instances where you’ve tackled challenges head-on. We want to see how you approach problem-solving and decision-making, especially in high-pressure situations.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at VICIT
✨Know Your Numbers
As a Regional Director, you'll need to demonstrate your understanding of financial metrics and performance indicators. Brush up on key figures related to revenue targets, operational efficiency, and market trends relevant to the company. Being able to discuss these confidently will show that you're not just familiar with the role but also ready to drive results.
✨Showcase Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you managed performance appraisals or resolved escalated customer issues. Highlighting your leadership style and decision-making process will resonate well with the interviewers, as they’re looking for someone who can inspire and guide their team.
✨Understand Their Market Strategy
Familiarise yourself with the company's go-to-market strategy and how it aligns with their overall business goals. Be ready to discuss how you would develop and implement marketing plans that resonate with their target audience. This shows that you’re proactive and have a strategic mindset, which is crucial for the role.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think through potential challenges you might encounter in the role, such as managing budgets or dealing with legal actions. Practising your responses will help you articulate your thought process clearly and demonstrate your capability to handle high-pressure situations.
