Area Director

London, United Kingdom

Area Director

London, United Kingdom

This job posting is no longer active

The Business

Join us in London, Edinburgh, Manchester or Bristol as an Area Director

  • You’ll be leading, coaching and motivating a team of wealth managers and providing a professional, bespoke financial planning and review service to clients with multiple or complex needs
  • We'll support you in achieving the Private Client Investment Advice & Management qualification to drive your professional development

What you'll do

You'll be supporting our proposition by managing our client facing colleagues to deliver an outstanding client service. You'll help them deliver against a balanced scorecard, including quality of advice, customer service satisfaction, investment reviews and generation of new advice income.

Day-to-day, you'll be:

  • Leading a team of wealth managers who work with the bank's wealthiest clients and cover a wide geographic area
  • Motivating and coaching your team to achieve all of their objectives
  • Creating a team ethos of putting clients and their interests at the heart of all they do
  • Assessing and maintaining your competence and training, as set out in our Training & Competence scheme
  • Maintaining your knowledge by keeping up-to-date with changes in the financial and local market places, and making sure it's reflected in the service we provide

The skills you'll need

You'll need a QCF Level 4 qualification, with a commitment to progressing to Level 6. You'll also need a valid Statement of Professional Standing, and while it isn't essential, a CISI qualification would support your success in this role.

We'll also be looking for you to demonstrate:

  • Leadership experience in a regulated environment
  • Experience of managing teams dealing with high net worth clients
  • Knowledge and experience of providing complex and financial advice
  • An understanding of finance tax mitigation
  • Excellent time management and organisational skills
  • Good interpersonal skills

How we'll reward you

In return, we offer a competitive salary plus 30% cash and benefit funding programme that can be tailored to suit your individual needs. In addition, we provide a wide selection of exclusive lifestyle offers, development and learning programmes, services and support designed to help you manage and balance your work/life priorities.

Visit our reward and benefits page for more information on the benefit packages we offer.


At Coutts, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

As a Financial Services organisation we comply with and support the requirements set by our Regulator, the Financial Conduct Authority (FCA), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and is subject to pre-employment screening. This means if your application is successful, you’ll need to satisfy some important background checks before you can start working with us. These will include a full credit check, a criminal record check, residency and right to work checks.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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