Regional Manager - Financial Advice

Job description

⭐Regional Manager

Home Based (with travel as/when necessary)

c.£85,000 + Bonus + Benefits

Our client is a leading national Independent Financial Advice firm, providing high-quality, client-centric financial planning solutions across the UK. Due to continued growth, they are seeking an experienced and commercially minded Regional Manager to oversee and support a network of Independent Financial Advisers.

As Regional Manager, you will be responsible for the leadership and performance of a panel of IFAs. You will act as a trusted business partner to advisers, driving growth, improving quality, and ensuring regulatory standards are consistently met.

Role & Responsibilities:

• Lead, manage, and support a regional panel of Independent Financial Advisers
• Drive adviser performance through coaching, mentoring, and regular reviews
• Ensure advisers operate in line with FCA regulations, company policies, and compliance standards
• Support recruitment, onboarding, and development of new advisers
• Identify growth opportunities and implement regional business plans
• Act as a key liaison between advisers and head office functions (Compliance, Operations, Paraplanning, Sales Support)
• Maintain strong relationships with advisers, promoting engagement and retention

Do you have the following to apply? ✅

• Proven experience in a Regional Management (or similar) role
• Strong understanding of UK financial advice regulations and compliance requirements
• Minimum Level 4 Diploma in Financial Planning (or equivalent)
• Demonstrated ability to lead, motivate, and develop advisers

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.

Extra information

Status

Open

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Full-time jobs

Published at

21-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English