ESSENTIAL SKILLS AND EXPERIENCE:

• 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

DESIRABLE SKILLS AND EXPERIENCE:

• 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

ABOUT THE ROLE:

As a Regional Director, you will lead a team of Financial Planners to deliver an outstanding client experience in line with our Lifestyle Financial Planning proposition. You’ll play a key role in driving performance, improving processes, and ensuring high standards of advice and service.
A core part of the role is developing and coaching less experienced Financial Planners, creating a strong talent pipeline and supporting progression towards Chartered and Fellow status. You’ll work closely with your fellow Regional Directors and central teams to share best practice, embed operational efficiency, and help deliver Attivo’s ambitious growth plans.
You’ll be a visible leader, supporting Planner performance and income delivery, identifying development needs, and ensuring compliance with regulatory standards – all while upholding our values and championing a high-trust, high-performance culture.

KEY RESPONSIBILITIES INCLUDE:

• 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.