Regional Manager

Closing Date

Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.

Role | Regional Manager

Location | National

Salary | National: £76,266- £83,893 London: £83,369- £91,705

As a Regional Manager, you’ll play a key role in inspiring, motivating and developing a high-performing team of Financial Advisers to reach their full potential and give more quality advice to more clients and change more lives.

As an ambassador of our organisation, both internally and externally, you will nurture and grow key internal and external relationships to build their business and deliver against key performance indicators. You’ll maintain a clear focus on creating a strong performance ethos and culture where all colleagues have the ambition to develop and grow their skills.

Our organisation is committed to changing lives—not just for our clients, but for our colleagues too. You’ll be part of a collaborative and inclusive team, where your development is supported and your leadership makes a real difference.

Key Responsibilities

• Lead, coach, and manage a team of advisers to achieve performance, quality, and growth objectives.

• Drive team business plans, ensuring alignment with overall company strategy and financial targets.

• Drive productivity and performance through strong coaching, goal-setting, feedback, and performance management.

• Use business tools and performance data to identify training needs and shape development plans in partnership with the Training Team and Regional Managers.

• Collaborate with Advice Quality Managers to foster a culture of learning, coaching excellence, and continuous improvement.

• Support advisers with pipeline management, business development, and client engagement strategies.

• Identify and nurture talent, support recruitment, onboarding, and succession planning within the client office.

• Act as a key liaison between advisers and senior management, communicating initiatives and feedback effectively.

• Share best practice with key stakeholders and other Regional Managers and champion our ways of working.

• Stay informed on industry trends, regulatory changes, and best practices to ensure advisers deliver outstanding client experiences.

• Act as an ambassador for the organisation, both internally and externally.

• Support the organisation’s financial objectives by providing strong team leadership and maintaining productive client relationships.

Qualifications & Skills

• Proven experience in coaching and developing individuals, ideally within a financial services or advice environment.

• Strong understanding of the end-to-end financial advice process.

• Ability to inspire and motivate others, creating a culture where colleagues can learn, grow, and thrive.

• Excellent communication skills, with the ability to provide clear, motivational direction and manage challenging conversations with empathy and clarity.

• Strong stakeholder engagement and influencing skills.

• Highly organised, with the ability to manage multiple adviser needs and priorities simultaneously.

• Confident using data and business tools to analyse performance and drive improvement.

• Demonstrate problem solving and decision-making skills; being able to identify problems and engaging with colleagues to create a solution.

• Familiarity with regulatory requirements and industry standards.

• Professional Certification is not required, however QCF Level 4 / Chartered Level 6 can be maintained through this role.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits SPW colleagues enjoy:

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.

• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.

• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.

• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.

• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)

• Financial Advice: Access to free financial advice to help secure your financial future.

To find out more, please visit https://www.spw.com/careers-at-spw/rewards-and-benefits

We support flexible working:

At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible.  As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.  

Ready to restart your career? 

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.