Regional Manager, Financial Planning – Private Bank

About the role

This senior position leads the wealth planning team for a major UK private bank across the North West, covering Liverpool and Manchester. You will shape a new, tech‑enabled financial planning proposition from its early stages, reporting directly to the senior leadership team.

Key responsibilities

• Provide overall leadership, coaching and development for Wealth Planners and Senior Wealth Planners.
• Set performance targets, monitor results and drive continuous improvement.
• Collaborate with senior leadership to define and execute the growth strategy for the wealth planning offering.
• Ensure compliance with regulatory and internal policies across the team.
• Represent the region in cross‑functional initiatives and client‑facing activities.

Required profile

• Proven experience managing a team of wealth or financial planners.
• Strong track record of delivering results in a private banking or wealth management environment.
• Ability to inspire and develop talent, fostering a high‑performance culture.
• Excellent communication and stakeholder management skills.

Required skills

• Leadership and people‑management capabilities.
• Deep understanding of wealth planning processes and regulatory requirements.

What we offer

• Competitive salary range of £90,000‑£110,000 per year.
• Opportunity to shape a new, technology‑driven proposition within a respected brand.
• Clear career progression pathways as the business expands.
• Dynamic, collaborative environment based in the North West.