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- Tasks: Lead a high-performing financial planning business towards operational excellence and strategic clarity.
- Company: Dynamic financial planning firm in Central London with a focus on culture and cohesion.
- Benefits: Base salary up to £160,000 plus performance-linked bonuses.
- Why this job: Shape the future of a thriving business and create a collaborative environment.
- Qualifications: Experience at MD level in financial planning or wealth management required.
- Other info: Opportunity for substantial impact and career growth in a supportive setting.
The predicted salary is between 43200 - 72000 £ per year.
Some MD roles are about keeping things ticking over. This isn’t one of them. A high-performing financial planning business in Central London is looking for a Managing Director to bring clarity, cohesion and operational excellence to its next phase. The brief is strategic and operational.
You’ll:
- Align advisers and operations around a shared direction
- Strengthen governance, risk and process
- Bring consistency and accountability across teams
- Embed a clear strategic narrative internally
This isn’t purely a financial turnaround brief - the focus is on culture, cohesion and delivery. You’ll be creating an environment where advisers and operational teams move in the same direction.
Alongside a base salary of up to £160,000 there is meaningful, performance linked upside (five figures per annum) aligned to successful delivery of the mandate. That mandate will be made clear when you speak to us.
You’ll likely suit this if you:
- Have operated at MD / senior leadership level in financial planning or wealth management
- Are comfortable leading both front-office and operational teams
- Understand self-employed dynamics
- Carry gravitas in a traditional, performance led environment
- Prefer building something tangible over simply holding the title
If you’ve led at scale and want a role with substance - not just status - let’s talk. Call me on or email me at. Alternatively click apply. Don’t worry if your CV isn’t up to date - we can get to that later. Everyone will receive a response.
Managing Director employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture thoroughly. We want you to be able to articulate how your experience aligns with their strategic goals. Practice answering common MD interview questions, focusing on your leadership style and operational excellence.
✨Tip Number 3
Showcase your achievements! When you get the chance to chat with potential employers, highlight specific examples of how you've aligned teams and improved processes in previous roles. We want to see that you can bring clarity and cohesion to their operations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way, so don’t hesitate to reach out if you need any support during your job search.
We think you need these skills to ace Managing Director
Some tips for your application 🫡
Show Your Strategic Mindset: When writing your application, make sure to highlight your strategic thinking and operational excellence. We want to see how you've aligned teams in the past and created a cohesive environment. Use specific examples to demonstrate your impact!
Emphasise Cultural Fit: This role is all about culture and cohesion, so don’t shy away from discussing how you’ve fostered a positive work environment. Share stories that showcase your leadership style and how you’ve built strong relationships across teams.
Be Clear and Concise: We appreciate clarity in applications! Keep your language straightforward and avoid jargon. Make it easy for us to understand your achievements and how they relate to the role of Managing Director. A well-structured application goes a long way!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we’ll get back to you regardless of your CV status, so don’t hesitate!
How to prepare for a job interview at Exchange Street Claims ltd
✨Understand the Company Culture
Before your interview, take some time to research the company's culture and values. This role is all about creating an environment of cohesion and accountability, so be prepared to discuss how your leadership style aligns with their culture.
✨Showcase Your Strategic Vision
As a Managing Director, you'll need to demonstrate your ability to align teams around a shared direction. Prepare examples of how you've successfully implemented strategic initiatives in the past, focusing on both operational excellence and cultural impact.
✨Prepare for Governance and Risk Discussions
Given the emphasis on governance and risk management, brush up on relevant frameworks and best practices. Be ready to discuss how you've strengthened governance in previous roles and how you would approach it in this new position.
✨Highlight Your Leadership Experience
This role requires gravitas and experience leading both front-office and operational teams. Be sure to share specific instances where you've led diverse teams towards a common goal, showcasing your ability to foster collaboration and drive performance.