[Hiring] Regional Manager @Titanwh

Role Description

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.

• 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 organizational 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.

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

Requirements

• Awareness of operational, regulatory and conduct 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.
• Financial planning experience.
• Line management experience.
• Coaching and leadership experience.

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!