Loveday & Partners is a Titan Group company.
Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates in the business society. Loveday & Partners are very active in the community, supporting a wide range of charities and good causes around the county.
Are you an experienced leader in financial planning, ready to take the next step in your career?
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.
The role will be looking after the Norwich patch, and will be expected to attend the Norwich office circa 2 days a week/as required
You'll be managing a team of roughly 20 Advisors - relevant experience is a must, as well as strong team management experience, managing through complex change due to integrations.
As Regional Manager, you will:
- 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.
Critical Skills:
- Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any 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.
Critical Knowledge and Experience:
- Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise.
- Financial planning experience.
- Line management experience.
- Coaching and leadership experience.
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.