Regional Manager (Financial Advice)

AnaVation LLC; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Bristol is looking for an experienced Regional Manager to lead their team of Private Client Financial Planners across the South of England. The role includes achieving revenue targets, coaching the team, and ensuring excellent client service. Candidates should have a Diploma in Financial Planning and prior leadership experience in financial planning. Benefits include a competitive salary, private medical insurance, and hybrid working options.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Discretionary performance related bonus

Lunch and snacks provided

Qualifications

• Minimum of 5 years of financial planning experience in a leadership role.
• Must hold a Diploma in Financial Planning or equivalent.

Responsibilities

• Lead a team of Private Client Financial Planners in the South of England.
• Achieve team revenue and new business targets.
• Coach and develop the team for high performance.

Skills

Financial planning experience

Coaching

Line management

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start‑up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best‑in‑class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

Are you an experienced leader in financial planning, ready to take the next step in your career?

We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You’ll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team.

The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week.

As Regional Manager, you will:

• Achieve team revenue and new business targets.
• Ensure the team focus on delivering an excellent service to all clients.
• Ensure the team deploy and understand our core proposition.
• Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals.
• Address any training and development needs, ensuring direct reports have a personal development plan.
• Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures.
• Lead business development campaigns, with support from the Business Development Team.
• Ensure the team proactively work with the wider group and identify opportunities to cross refer clients.
• Maintain effective internal relationships to ensure the smooth flow of client work through the advice process.
• Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external).
• Support the delivery of key projects, sometimes leading their deployment.
• Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one‑to‑ones and performance reviews.
• Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience.
• Maintain and promote social, ethical and organisational norms in conducting internal and external business activities.
• Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus.
• Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.
• Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies.

Critical Skills:

• Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business.
• Ability to deliver coaching and training to individuals and groups.
• Ability to set objectives and manage the performance of staff.
• Ability to work on own direction, delegate and run projects.

Critical Knowledge and Experience:

• Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise.
• Financial planning experience.
• Line management experience.
• Coaching and leadership experience.

Qualifications:

• Essential – Diploma in Financial Planning (or equivalent).
• Desirable – Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
• CAS holder.
• SPS holder.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3‑days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office.
• And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.