Head of Region (North UK)

Posted Yesterday
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Basted, Tonbridge and Malling, Kent, England, GBR
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Lead the regional Adviser Sales team to develop and execute UK sales strategy, set targets, drive growth and retention, build client relationships, ensure regulatory compliance, and provide leadership, forecasting, and stakeholder reporting to meet revenue and quality objectives.
Summary Generated by Built In

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

  • interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.

  • Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.

  • Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

About the role:

The Head of Region will lead a Regional Sales Team, reporting to the Director of Sales. Heads of Region are collectively responsible for creating and delivering the UK Sales strategy and plan across the North of the UK.

Aberdeen plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders.

Our strategy is to build a vibrant and value-creating purpose-led organisation, with the current and future needs of our stakeholders at the heart of all we do. 

In this role you will Support the Director of Sales in the development and execution of the UK sales strategy, shaping and setting ambitious targets for the team in line with regional objectives and the business' growth ambition. This role will cover the South of the UK specifically.

Key Responsibilities:

  • Lead the Regional Sales team providing direction, guidance, coaching and professional development to ensure the delivery of targets and objectives.

  • Collaborate with other members of the Adviser Sales leadership team to ensure business planning, forecasting and MI is managed effectively to deliver insight to drive action

  • Lead and drive the growth and retention of our relationship base across our segmentation model, "Keep, Grow and Engage".

  • Build and maintain strong external client relationships to build trust in our brand and help drive the business towards being the easiest platform in the UK to deal with.

  • Work closely with the Adviser Sales leadership team, providing critical thinking and challenge to access the right capability, and prepare regular updates for management, highlighting progress, trends and areas where management action is required.

  • Ensure full adherence and compliance with all regulatory, legislative and business requirements, protecting the business' reputation. 

  • Represent the Sales function on key business projects and initiatives.

About the candidate:

  • Undergraduate degree and/or equivalent professional experience alongside relevant professional qualifications.

  • People management responsibility for c10 FTE.

  • Excellent Adviser Platform sales expertise at both strategic and operational level, with achievement over a period of time sufficient to demonstrate effective performance against objectives.

  • Accountability to deliver on agreed revenue and quality targets in periods of market volatility, strong competitor response, and significant change.

  • Exceptional interpersonal skills with ability to represent Adviser Sales internally and externally, engaging directly with clients.

  • Responsible for being highly active and visible in your aligned region externally and other regions/Key Accounts as required by the business.

  • Communicate internally and externally, the business’ strategic position, direction and view of industry issues that affect clients and their business.

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

Our benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

Skills Required

  • Undergraduate degree or equivalent professional experience
  • Relevant professional qualifications (financial services)
  • People management experience (approx. 10 FTE)
  • Proven Adviser platform sales expertise at strategic and operational levels
  • Track record of delivering revenue and quality targets under market volatility
  • Exceptional interpersonal and client relationship skills
  • Regional presence and ability to be highly active and visible externally
  • Knowledge of regulatory, legislative and compliance requirements in financial services
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The Company
HQ: Edinburgh
6,197 Employees

What We Do

abrdn is a global investment company that helps clients and customers plan, save and invest for the future. Our purpose is to enable our clients to be better investors. Our strategy is to deliver client-led growth. We are structured around three businesses – Investments, Adviser and Personal – focused on their changing needs

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