Regional Manager, Wealth Planning (Hybrid)

AnaVation LLC; Norwich; Hybrid; GBP 100,000 - GBP 125,000; Full time

Job summary

A financial services provider in the UK seeks a Regional Manager to lead a team of Private Client Financial Planners. This role demands strong leadership and coaching skills along with experience in financial planning. Based in Norwich, the successful candidate will work closely with their team to achieve revenue targets and ensure exceptional service for clients. The position offers a competitive salary, hybrid working opportunity, and various employee benefits.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Discretionary performance related bonus

Flexible benefits

Qualifications

• Experience in financial planning and line management.
• Ability to coach and lead a team.
• Proficient in setting realistic objectives.

Responsibilities

• Lead a team of Private Client Financial Planners.
• Achieve team revenue and business goals.
• Ensure excellent client service delivery.

Skills

Coaching

Leadership

Objective setting

Regulatory awareness

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

A financial services provider in the UK seeks a Regional Manager to lead a team of Private Client Financial Planners. This role demands strong leadership and coaching skills along with experience in financial planning. Based in Norwich, the successful candidate will work closely with their team to achieve revenue targets and ensure exceptional service for clients. The position offers a competitive salary, hybrid working opportunity, and various employee benefits.