Overview

Overall purpose of role: A Director-level leader accountable for Planning & Advice Distribution performance across the South region, with responsibility for the regional population of Team Leaders, Wealth Planners and Wealth Managers. The role leads through a team of Team Leaders, driving commercial delivery, adviser productivity, and quality of advice across the region. It is responsible for translating the priorities of the Planning & Advice business into clear regional execution, ensuring consistent performance, strong coaching disciplines, and high standards of client outcomes.

To be successful as a Regional Director, you should have experience in the following:

• Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
• Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk.