Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Regional Director leading a team of Financial Planners to deliver client-focused financial advice. Contributing to performance and compliance in a high-trust environment for Attivo's growth model.
Responsibilities
- Lead and inspire a team of Financial Planners to deliver exceptional client outcomes and a consistent service proposition
- Coach and develop less experienced planners, creating clear progression pathways and supporting their journey to Chartered and Fellow status
- Drive team performance to meet income targets, KPIs and quality standards
- Collaborate with Regional Directors and support teams to share best practice and ensure joined-up service delivery
- Monitor advice activity, ensure regulatory compliance, and uphold the highest professional standards
- Support the recruitment, onboarding, and integration of new planners and acquisition teams
- Provide insightful performance reporting to leadership and contribute to strategic planning
- Foster a high-trust, high-performance culture that reflects Attivo’s values and commitment to continuous improvement
- Champion technology adoption to improve efficiency and free up time for meaningful client engagement
Requirements
- Diploma in Regulated Financial Planning (Level 4)
- Proven experience in leading or managing a team of Financial Planners
- Strong coaching and mentoring skills, particularly with less experienced professionals
- Track record of achieving revenue targets and delivering KPIs
- High level of business acumen and strategic thinking
- Strong organisational, communication and leadership skills
- Chartered Fellow or working towards Chartered Financial Planner status
- Supervisory qualifications (e.g. J07 or AF6)
- Experience with Intelliflo and cashflow modelling tools
- Knowledge of T&C frameworks and professional development pathways
Benefits
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness Cover
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Parking allowance for employees who live over 1.5 miles away from the office
- Excellent culture, promoting employee wellbeing and engagement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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