Regional Sales Manager – Wealth Management, Bristol | OTE £130,000 + Excellent Benefits | Hybrid - #2184955

Financial Divisions


Date: 1 hour ago
City: Bristol
Salary: £125,000 - £130,000 / year
Contract type: Full time
Financial Divisions

Regional Sales Manager – Wealth Management

Bristol | OTE £130,000 + Excellent Benefits | Hybrid Working

Reference: JC/52417

Are you an experienced Financial Services Manager looking for a role where you can genuinely make an impact, develop a successful team and be rewarded for your contribution?

I'm working with a highly regarded, multi-award-winning Wealth Management firm in Bristol that has an excellent reputation and continues to enjoy strong organic growth.

They're now looking for an experienced Regional Sales Manager to join their leadership team, offering an attractive package with OTE of £130,000, an achievable bonus structure and hybrid working.

This is an opportunity to join an established, successful business where you'll have the autonomy to manage your team, influence business performance and play an important part in its continued growth.

Why Consider This Opportunity?

  • Excellent earning potential – OTE £130,000 with an achievable bonus structure.
  • Hybrid working – Enjoy flexibility without losing the benefits of working alongside your team.
  • Established, successful business – Join a multi-award-winning Wealth Management firm with a strong track record of organic growth.
  • Genuine influence – Have a real say in how your team develops and performs.
  • Leadership opportunity – Work closely with senior management and contribute to wider business decisions.
  • Supportive environment – Be part of a business that values professional development, high advice standards and long-term client relationships.

What Will You Be Doing?

You'll be leading an established team of Financial Advisers, helping them develop their businesses, improve performance and deliver excellent outcomes for clients.

Your role will involve:

  • Coaching and supporting Financial Advisers to achieve their individual goals.
  • Holding regular one-to-ones to discuss business plans, pipelines and performance.
  • Helping Advisers identify opportunities to grow their client relationships and new business.
  • Supporting professional development and identifying training needs.
  • Attending occasional client meetings to provide guidance and maintain advice standards.
  • Working alongside Compliance to ensure the team continues to deliver high-quality, compliant advice.
  • Providing business performance updates and management information to senior leadership.
  • Being involved in recruiting and developing new talent as the business grows.

What Experience Will You Need?

You'll ideally be working in a similar management role within Wealth Management or Financial Planning, although experienced managers from a retail banking background are also encouraged to apply.

You'll need to be:

  • Minimum Level 4 Diploma qualified in Financial Planning (or equivalent).
  • Experienced in managing, coaching and developing Financial Advisers or financial services sales teams.
  • Commercially minded, with a good understanding of how to drive performance.
  • Confident working within a regulated financial services environment.
  • An approachable, supportive leader who enjoys helping people succeed.
  • Comfortable communicating with senior management and contributing to business decisions.

Interested in Finding Out More?

If you're currently managing Financial Advisers and feel ready for a new challenge, this could be a great opportunity to join a business where your experience will be valued, and you'll have the freedom to make a difference.

You don't need to be actively looking for a new role. If the package and opportunity sound interesting, I'd be happy to have an informal, confidential conversation.

Contact Jo at Financial Divisions



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