Opportunity Description
Overview
Overall purpose of role: A Director-level leader accountable for Planning & Advice Distribution performance across the South region, with responsibility for the regional population of Team Leaders, Wealth Planners and Wealth Managers. The role leads through a team of Team Leaders, driving commercial delivery, adviser productivity, and quality of advice across the region. It is responsible for translating the priorities of the Planning & Advice business into clear regional execution, ensuring consistent performance, strong coaching disciplines, and high standards of client outcomes.
To be successful as a Regional Director, you should have experience in the following:
- Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
- Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk.
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