Regional Manager

The opportunity

As Regional Manager, you will play a pivotal role within our Advisory function, ensuring our Financial Planners are supported, developed, and empowered to deliver exceptional client experiences. Acting as the first point of contact for guidance, you will provide effective, visible leadership across your region, setting clear expectations and driving consistent, high‑quality outcomes.

You will be accountable for managing regional performance, monitoring key KPIs such as revenue, productivity, client acquisition and profitability, and ensuring planners are set up to succeed through effective development planning, coaching and oversight. You will support the creation and delivery of regional strategies while helping shape a collaborative, high‑performing culture that supports the advancement of sustainable commercial growth.

This is an exciting opportunity for a dynamic individual who is passionate about people’s development, commercial performance, and excellent client outcomes.

This role is regionally focused, with regular travel expected across our offices in the Southern region, including London, Worthing and Fareham. We enable home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.

• Lead a high‑performing region, using KPIs and insight to inspire consistently brilliant outcomes from our planners.
• Drive commercial success, spotting trends early and turning insight into action to boost revenue, productivity, and sustainable growth.
• Set the pace for excellence, establishing clear goals and maintaining a strong, visible presence across the region.

• Bring out the best in every planner, providing clear direction, meaningful feedback, and supportive challenge.
• Boost capability through hands‑on development, from real‑world client scenario coaching to targeted learning interventions.
• Champion a thriving team culture, fostering collaboration, wellbeing, and an environment where people feel supported and empowered.
• Help shape the future direction of the region, translating national strategy into practical, high‑impact regional plans.
• Raise the bar on quality and consistency, ensuring high standards are embedded and lived every day.

• Elevate client experiences by supporting planners to deliver exceptional, fully compliant financial planning advice.
• Grow the region’s footprint by encouraging strong professional networks, client retention, and new‑business generation.
• Be the go‑to support for planners, offering rapid guidance and clear escalation to keep service levels high.

• Lead with integrity, upholding FCA, Consumer Duty, T&C, and SMCR requirements with rigour and accuracy.
• Act as a trusted guardian of quality, identifying risks early and ensuring concerns are escalated swiftly and appropriately.
• Set the standard, modelling sound judgement and professionalism in everything you do.
• Champion best practice, staying connected to regulatory and market changes that help us deliver even better client outcomes.

• Create a seamless client journey, working closely with Paraplanners, Client Executives, and Planners to deliver excellence end‑to‑end.
• Share insights and inspire others, contributing to team sessions, development days, and regional initiatives.
• Lead by example, reinforcing a culture of integrity, performance, and continuous improvement.
• Bring the region together through engaging planner events that build capability, alignment, and community.

• A strong communicator and analytical thinker with proven leadership and people‑management experience.
• Adaptable, decisive, and able to stay calm and effective under pressure.
• A collaborative team player who builds trust and influences stakeholders at all levels.
• Skilled at balancing commercial priorities with people needs to achieve positive outcomes, exercising sound judgement and discretion.

• A high‑performing, engaged planning team that feels…