The Role

This is a dynamic, pivotal role within the regional structure reporting directly to the divisional director. Ensuring the operational efficiency of one or more sites within a geographical area to deliver a customer, colleague, and business centric service. This person may also have the opportunity to manage a small number of key clients.

*The role may support more than one office, dependant upon location.

Key Responsibilities

The Ideal Person



  • Manage the office(s) and assist the divisional director in the execution and delivery of the agreed business plan.
  • Manage and direct staff within the office, providing leadership aligned to Fairstone’s core objectives.
  • Coordinating the adherence of Fairstone’s standards and processes.
  • Identifying opportunities to optimise the service provided to clients, agreeing solutions and implementation with the divisional director.
  • Hold regular meetings with staff to support them in their development and achievement of objectives.
  • Identifying development opportunities, facilitating, enabling, and coordinating the development of staff including completion of performance management processes in a timely manner.
  • Direct management of the office manager to deliver the application of Fairstone standards and processes.
  • Locally, identify networking opportunities to develop business opportunities for Fairstone and its advisers.
  • Share best practice with other offices and across the wider business.
  • Control the budget for the office in line with Fairstone delegated authorities.
  • Make sure all Fairstone HR policies are met.


In addition, those heads of office with the opportunity to provide advice to a small number of clients will:


  • Provide financial advice through competent activities to clients within ethical, legal, and compliant guidelines as issued by the regulator.
  • Develop leads (and clients) which are provided to you.
  • Gather and analyse information needed to provide financial advice.
  • Be fully aware of client’s objectives/aims in order to make suitable recommendations.


  • Experienced financial services professional with capability to manage, coach and develop individuals and teams.
  • Be seen as the “go to person”.
  • Likely to have either management experience or be a seasoned adviser with management traits.
  • Pragmatic and solution orientated, able to manage change and help embed.
  • Likely to already be Competent Adviser Status or recently provided advice.


  • QCFL4 ideally chartered

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