COMPANY

 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. 

ROLE DESCRIPTION 

The regional manager will be responsible for leading and managing daily operations to achieve business goals and maximize profitability. As a regional manager, your duties also 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 manager, you should be able to lead and manage people, ensure operations run smoothly, and achieve revenue targets. Ultimately, a top-notch regional manager 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 

REQUIRED SKILLS & QUALIFICATIONS 

• Excellent leadership and decision-making skills
• Experience in Sales/Business Development management
• 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

PREFERED SKILLS 

• Chartered financial planner qualified or close to completion
  
• 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 
• Knowledge of SEO lead generation tools