Are you an experienced leader in Financial Services looking for your next challenge? Our client, a highly regarded and award-winning Wealth Management firm based in Bristol, is experiencing sustained organic growth and is now seeking a dynamic Regional Sales Manager to join their team.This is a senior-level role, overseeing a team of Financial Advisers and playing a pivotal part in ensuring the delivery of high-quality, compliant advice across the region.Key Responsibilities:Provide day-to-day leadership and support to a team of Financial Advisers.Act as a point of escalation for queries from staff, clients, and third parties.Identify skills gaps and implement targeted training and development initiatives.Liaise with Compliance to ensure regulatory requirements are consistently met.Conduct regular one-to-one meetings to review adviser performance, business plans, and pipeline progress.Attend client meetings to ensure advice quality and consistency.Deliver accurate MI and business analysis to Senior Managers and the Board.Play an active role in the recruitment and onboarding of both internal and external talent.About You:Experienced in a similar management role within Wealth Management or Retail Banking.Strong interpersonal and leadership skills with the ability to influence at all levels.Confident producing both verbal and written reports and recommendations.Minimum Level 4 Diploma qualified (DipFA or equivalent).What’s in it for you?A high-profile leadership role within a respected and growing firm.Generous bonus structure with realistic earning potential.Hybrid working model offering flexibility and work-life balance.Comprehensive benefits package.If you’re ready to take your career to the next level with a forward-thinking, client-focused organisation, we’d love to hear from you.Please contact Joanna at Financial Divisions.
Back to searchRegional Sales Manager - Financial Services, Bristol, OTE: £130,000 + Excellent Benefits
Financial Divisions
Posted a day ago, valid for 6 days
Bristol, City of Bristol BS6 5EX
Full Time
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Sonic Summary
- Our client, a prestigious Wealth Management firm in Bristol, is seeking a Regional Sales Manager with a minimum of 5 years of experience in a similar management role within Wealth Management or Retail Banking.
- This senior-level position involves leading a team of Financial Advisers and ensuring the delivery of compliant, high-quality advice across the region.
- Key responsibilities include providing leadership, addressing staff and client queries, and implementing training initiatives, as well as liaising with Compliance to meet regulatory requirements.
- The role offers a competitive salary with a generous bonus structure, along with a hybrid working model for flexibility.
- Candidates must hold a Level 4 Diploma (DipFA or equivalent) and possess strong interpersonal and leadership skills.
