Lead regional growth and financial planning excellence as Regional Director in the South Region, guiding advisers and strengthening client relationships.
This permanent, full-time senior leadership role oversees a key region within a growing wealth management and financial planning business. You will shape regional strategy, deliver commercial performance, develop Financial Planners, and grow profitable revenue.
The position combines leadership with responsibility for client outcomes, business development, and performance improvement.
Key Responsibilities:
Lead and develop Financial Planners through high-performance culture
Drive business development, client growth, and regional profitability
Recruit, retain, coach, and develop quality advisers
Set standards supporting consistently strong client outcomes
Influence strategy with senior leadership and improve performance
Requirements:
Extensive regulated or financial services workplace experience
Financial planning advice knowledge for private clients
Robust regulatory track record and commercial awareness
Understanding of business operations, accounts, and P&L;
Experience supervising, coaching, and inspiring financial advisers
Use commercial acumen, leadership, and financial planning expertise to grow the South Region and develop high-performing adviser teams.
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