Regional Director

We’re looking for a Regional Director within SFP, taking leadership responsibility for the pod certified functions (Financial Planners) and helping to develop and deliver the future strategy. This is a fantastic opportunity to take on a leadership role within our growing business, supporting a number of pods and acting as a key point of contact for advice and operational guidance amongst the teams. If you are talented, experienced in leading teams and have extensive experience within financial planning and are looking to take the next step in your career, read on to find out more!

Opportunity Overview

There’s an opportunity for the right person to step into a senior leadership role within a growing and dynamic financial planning business. As a Regional Director, you’ll play a key part in shaping how we deliver high quality financial planning across multiple pods, supporting our certified adviser population and helping us develop and embed our future strategy.

Why Saltus?

Saltus is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work.

Saltus Partners was founded in 2004 and has grown both organically and through a number of carefully integrated acquisitions. Originally, the business started out as an asset management firm and has developed the financial planning side of the offering, now putting this at the forefront of the client relationship. We have a unique investment offering with particular expertise in alternative asset classes. The team have produced industry leading risk adjusted returns due to their approach.

We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy-and-build strategy that has been employed by the business, and which has been an important pillar of the firm’s growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices in the South and Southwest of England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career.

Today, Saltus has just over 500 employees and manages and advises on over £10 billion in client assets.

What will I be doing?

Working closely with the other Regional Directors, the SFP Leadership team and reporting to the Managing Director of SFP you will have responsibility for a wide range of duties, including the following:

• Overall management responsibility for the Pods (exact lines to be decided) reporting into the Managing Director of SFP.
• Be accountable for all certified adviser roles within the region.
• Monitor and support new business inflow and regional performance, ensuring KPIs and OKRs are met.
• Line management, coaching and mentoring as required of each of Principal Financial Planners, supporting them with their personal development and CPD.
• Liaise with the People team and other support functions (e.g. Compliance, Training) to coordinate regional people matters and performance initiatives.
• Actively participating in and leading projects across the pods, as required
• You will champion and promote a comprehensive financial planning approach across the region and wider Saltus business.
• Be a key point of contact for the SFP leadership team in the region, acting as the regional lead for executive communications and business planning.
• Supporting and help delivering any group meetings, either in the region or as a business e.g., the annual Financial Planning Day or regular adviser meetings.
• It is desirable that the Regional Director looks after a modest book of clients, continues to deliver a high level of service to these existing clients aligned with internal service standards and industry regulations so as to build credibility and awareness of challenges that the advisers and pods face. There will be no new business or relationship management targets for this role.

What skills and experience do I need to have?

• You’ll be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry.
• You will be able to demonstrate excellent people management and leadership skills which align with the Saltus culture, and which will help us to develop our teams, supporting the individual development of the pod Leadership (Principal Financial Planners) and the pod team advisers.
• You will have previous people management experience.
• You will be passionate about making a difference and delivering great outcomes for our clients and will utilise your excellent technical understanding to support the team and provide expert insight. This role will help forge a national path for Saltus advisory services, growing the footprint of our services and growing the impact of the brand on a national level.
• When it comes to communication skills, you’ll be confident communicating across a range of mediums and will be able to work effectively with leaders right across the business.
• You will have a high level of commercial acumen and will seek to instil this across the pods, ensuring that the client experience is prioritised at all times.
• Most importantly of all, you will be genuinely excited about playing a key part in this next stage of our growth and contributing to the success of the wider business.
• You will have a current SPS and up to date CPD.

Where will I be working?

We’re flexible about where you’re based, but a willingness to spend the majority of your time within the South East /South West of the United Kingdom travelling between locations on a regular basis, will be critical. You should expect to split your time between Saltus office locations, client meetings, and working from home.

What benefits do I get when working for Saltus?

Salary/drawings are negotiable and will be based on experience, qualifications and if there is additional responsibility of the individual leading people. This is also a discretionary performance related bonus of up to 30% of salary based on completion of Regional KPIs

Generous holiday allowance and benefits (private medical, pension, income protection, death in service and flexible benefits platform). Relevant exam support for further qualifications can be provided after the successful completion of a probationary period, as well as a potential pathway to partnership and equity ownership to share in the growth of the business.