Regional Manager, Financial Planning (Norwich)

Lead, coach and develop advisers at every career stage, from junior and newly qualified advisers through to senior and highly experienced Financial Planners.

Adapt leadership, coaching and communication to each adviser’s experience, capability, motivation and career objectives.

Establish clear development pathways supporting technical competence, commercial performance, leadership potential and long-term career progression.

Work with the Titan Adviser Academy, Training and Competence, and relevant support teams to create structured development opportunities and succession plans.

Ensure every adviser has meaningful objectives and a practical personal development plan that is reviewed regularly.

Maintain the engagement of senior and long-serving advisers by recognising their experience, involving them appropriately and providing autonomy alongside clear accountability.

Identify and address factors that could lead to the loss of valued advisers, taking proactive steps to improve engagement and retention.

Create opportunities for experienced advisers to contribute through mentoring, technical support, client leadership and colleague development.

Promote a culture in which advisers feel listened to, respected and able to challenge constructively.

Deal promptly and fairly with capability, conduct and performance concerns, working with Training and Competence, HR and senior leadership as appropriate.

Take responsibility for the people and adviser aspects of integration following the formal handover from the M&A team into Distribution.

Work with the M&A team and relevant stakeholders to ensure a clear, structured handover covering the acquired firm’s advisers, clients, culture, working practices, commitments and key integration considerations.

Welcome incoming advisers into the regional structure, build trusted relationships and provide visible leadership through the transition.

Help new advisers understand Titan’s strategy, proposition, standards, support model and expectations, while recognising the heritage and strengths of the acquired business.

Work sensitively and constructively with former owners who may be retiring, transitioning out of the business or remaining involved for an agreed period.

Clarify roles, responsibilities and decision-making during transition, particularly where a former owner remains influential.

Use confidence and judgement to manage strong personalities, established loyalties, differing expectations and resistance to change.

Support advisers through changes to systems, processes, propositions, charging structures, governance and ways of working.

Identify adviser, client and commercial retention risks after handover and ensure actions are agreed, owned and followed through.

Maintain adviser engagement, client service and commercial momentum throughout integration.

Act as the visible link between the newly acquired team, the regional structure and the wider Titan Group.

Work with central teams to monitor integration progress, resolve issues and embed acquired advisers successfully within Distribution.

Deliver agreed regional revenue, new business, client retention and organic growth objectives.

Ensure commercial objectives are achieved through appropriate client outcomes and sustainable adviser behaviours.

Embed Titan’s core proposition while ensuring advisers exercise appropriate professional judgement in meeting individual client needs.

Ensure consistently high standards of personalised financial planning advice and client service.

Encourage effective collaboration and cross-referral across the wider Titan Group.

Lead business development activity with support from the Business Development Team and help advisers build sustainable pipelines and professional connections.

Use management information to identify opportunities, emerging risks and areas requiring intervention.

Ensure newly integrated teams maintain client contact, service standards and commercial momentum.

Set clear, SMART and appropriately challenging objectives, reviewing progress through regular one-to-ones and performance reviews.

Work alongside the Training and Competence Manager to maintain compliance with key performance indicators and wider performance measures.

Champion Consumer Duty, Treating Customers Fairly and all relevant FCA requirements.

Ensure advisers operate within Titan’s governance, risk and compliance framework.

Address performance or conduct concerns consistently, fairly and without unnecessary delay.

Maintain effective internal relationships so client work flows smoothly through the advice process.

Create an environment in which colleagues feel safe to challenge practice and suggest improvements.

Create an inclusive regional culture combining high standards, accountability, collaboration and mutual respect.

Provide visible, accessible and consistent leadership across the region.

Communicate business decisions clearly and credibly, including where decisions may be challenging or unpopular.

Represent adviser feedback accurately and constructively to senior leadership.

Encourage advisers to share experience and best practice across legacy businesses and regional teams.

Lead change with empathy, pace and clarity, ensuring people understand what is changing and why.

Adapt language and communication style to the audience.

Support key regional and Group projects, leading deployment where appropriate.

Undertake other reasonable duties in line with the needs of clients, colleagues and the business.

Significant experience within financial planning, wealth management or a closely related regulated environment.

Proven leadership of Financial Planners or other experienced regulated professionals.

Demonstrable experience of coaching and developing people at different career stages.

Experience of retaining, motivating and constructively challenging senior and highly experienced professionals.

Strong performance management capability, including setting expectations, recognising achievement and addressing underperformance.

Experience of leading teams through organisational, cultural or operational change.

Credibility and confidence to lead commercially successful, independent and strong-minded individuals.

Strong commercial judgement balanced with a commitment to good client outcomes and regulatory standards.

Excellent interpersonal, communication and stakeholder management skills.

Ability to communicate confidently with advisers, clients, former owners and senior executives.

Resilience, emotional maturity and calm judgement when managing challenge, ambiguity or competing priorities.

Ability to work independently, delegate effectively and lead projects through to completion.

Experience of integrating financial planning businesses or adviser teams following an acquisition.

Experience of working with founders or former owners following an acquisition.

Experience of bringing together teams with different cultures, propositions, systems and ways of working.

Experience of adviser succession planning, career pathways or an adviser academy.

Experience of managing sizeable teams across multiple offices or locations.