Area Manager - London/South East

Successionwealth; London; On-site; GBP 60,000 - 100,000

Job description

Since our formation in 2009, Succession Wealth has grown to be one of the UK's leading Financial Advisory firms, and we now have a national network of over 200 Wealth Planners providing high quality, holistic financial advice to a wide range of clients. In 2022, we became a wholly owned subsidiary of Aviva, entering an exciting new chapter taking our business to the next level, further enhancing our client proposition and bringing our service to an even wider and more diverse client base.
Our Area Leaders drive a positive, high-performance culture within their region, supporting their team of Wealth Planners to deliver high quality advice and great client outcomes whilst meeting commercial targets. A key focus of the role is to develop and implement effective business development strategies, being a figurehead for Succession Wealth within their region, proactively enhancing brand awareness and building strong professional connections.
The Opportunity
This is a fantastic opportunity for a highly motivated and results-focused individual with an engaging, collaborative and motivational leadership style to help drive Succession’s advice team to further success.
If you are looking for a role that will enable you to apply your substantial experience and knowledge within financial advisory, whilst contributing to the overall success of a leading UK business, then this may be the perfect opportunity for you.
Key focus areas will include:

• Having Leadership, Management & Accountability responsibilities for your region
• Championing Succession’s Vision & Values across your region and the wider organisation
• Embedding the Succession Client Proposition throughout the regional teams
• Working closely with the Marketing team to lead regional marketing strategies aimed at attracting new client revenues
• Enhancing Succession's profile & raising brand awareness across the region with key centres of influence
• Working in collaboration with the T&C Supervisors, Regional Client Delivery Managers, & Lead Planners to identify and address development needs within our Wealth Planner community
• Working with the Learning and Development team to support the development of Succession Wealth Planners and support teams

You
To be successful in this role, you will need to have experience and confidence in operating at a high level and be adept at using your strong leadership and influencing skills to drive a high-performance team culture.
You will need to have a deep understanding of Financial Planning gained from a successful career within financial advice along with a proven background in successfully leading Financial Planning teams.
The essentials you will need:

• A minimum of 5 years’ experience as a qualified Financial Planner with a proven track record of success
• Previous leadership experience within a financial planning firm
• Experience of driving growth through business development and marketing
• Proven ability to engage, inspire and effectively manage the performance of a team within a results-driven environment
• Experience of developing, managing, & implementing change processes within a high performing team environment
• Excellent communication and interpersonal skills. A passion for knowledge sharing and a commitment to professional development
• High degree of professional ethics and integrity

What You Can Expect From Us
A competitive basic salary, annual pay reviews and performance-linked increases as well as:

• 25 days Annual leave increasing with service, plus bank holidays and additional days for Christmas closure
• Excellent company pension scheme with a generous employer contribution
• Agile and family-friendly working arrangements to allow for a great work/life balance
• Company sick pay
• Enhanced maternity, paternity and adoption pay
• Up to 40% discount on Aviva Insurance & Investment products
• £450 towards the purchase of home office equipment
• Group Life Assurance Scheme: 8 x salary
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening
• Support with cost of professional exams/study days
• Charity Days
• Company Events

Support in achieving your career goals

• Sponsorship for relevant professional exams and study leave
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams
• Clear career pathways and endless internal job opportunities
• Access to a huge range of free courses via our Learning Management system