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- Tasks: Lead a dynamic team of financial planners and drive impactful change.
- Company: A thriving financial planning business in Central London with a collaborative culture.
- Benefits: Strong base salary, tailored bonuses, and hybrid working flexibility.
- Why this job: Make a real difference in a successful firm and shape its future direction.
- Qualifications: Emotional intelligence, Level 4 Diploma in Financial Planning, and leadership experience.
- Other info: Join a supportive environment with opportunities for significant career growth.
The predicted salary is between 36000 - 60000 £ per year.
Take charge of a successful financial planning business and get a proper leadership brief to deliver, not a seat-warming title. You will steer real change that has already been mapped out at a high level, with clear outcomes and enough scope to put your stamp on how it gets done. The detail is confidential for now, but you will get it in full when we speak.
You won’t be flying solo. You will have strong support around you, so you can focus on direction, standards, and building momentum rather than getting dragged into every small issue. At the same time, you will have the trust and agency to make decisions and run things properly.
You will have a strong base salary and a tailored bonus structure that rewards delivery and outcomes. Some parts are confidential at this stage, but you will get a clear picture when we speak. This is also the kind of appointment that opens doors, because you won’t be tweaking around the edges. You will have a visible mandate, proper challenges to solve, and recognition when you land it.
Hybrid working gives you flexibility between home and the Central London office. You will be visible early on to build relationships and get under the skin of what’s working, what isn’t, and what needs tightening up.
What you will be doing:
- Lead a team of self-employed financial planners, setting clear expectations, improving consistency, and keeping people engaged and performing well.
- Oversee a high-performing operations team and bring advisers and support staff into one joined-up way of working.
- Be open-eyed about the problems, prioritise what matters, and drive the plan through to measurable outcomes.
- Put the right governance and risk management in place so growth stays controlled and standards stay high.
What you will need:
- Emotional intelligence and an empathetic leadership style that gets buy-in without losing pace.
- Level 4 Diploma in Financial Planning, plus experience leading both sales and non-sales teams in wealth management.
- Strong risk management judgement and the credibility to influence experienced advisers and stakeholders.
About the company:
A successful financial planning business in Central London, with 40+ staff split between advisers and operations. It’s performing well, but it needs a senior leader to bring greater unity, tackle known issues head-on, and deliver the next stage of progress.
You can call me (Andy Taylor) on (0161 667 0421) if you have any questions. Or you can email them to me at at@exchange-street.co.uk. Or click the 'Apply' button. Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
Managing Director in London employer: Exchange Street Recruitment
Contact Detail:
Exchange Street Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Managing Director role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by researching the company thoroughly. Understand their challenges and think about how you can bring unity and tackle issues head-on. This will show them you're not just another candidate, but someone who can drive real change.
✨Tip Number 3
Practice your leadership pitch! Be ready to discuss your emotional intelligence and empathetic leadership style. Highlight how you've successfully led teams in the past and how you plan to engage and motivate the financial planners you'll be overseeing.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, if your CV isn’t up to date, just send what you have and we’ll sort it out later. Let’s get you that interview!
We think you need these skills to ace Managing Director in London
Some tips for your application 🫡
Be Authentic: When you're writing your application, let your personality shine through. We want to see the real you, so don’t be afraid to share your unique experiences and insights that make you a great fit for the Managing Director role.
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your leadership experience, especially in financial planning and team management. We’re looking for someone who can steer change, so show us how you've done that in the past!
Showcase Your Achievements: Don’t just list your responsibilities; focus on what you’ve achieved. Use metrics and examples to illustrate how you’ve driven results and improved performance. We love seeing tangible outcomes that demonstrate your impact.
Keep It Professional Yet Engaging: While we appreciate a friendly tone, remember to keep it professional. Strike a balance between being approachable and showcasing your expertise. And don’t forget, applying through our website is the best way to get your application in front of us!
How to prepare for a job interview at Exchange Street Recruitment
✨Know Your Leadership Style
Before the interview, take some time to reflect on your leadership style and how it aligns with the company's needs. Be ready to share specific examples of how you've successfully led teams in the past, especially in financial planning or wealth management.
✨Understand the Business Challenges
Research the company and its current challenges. Be prepared to discuss how you would tackle these issues head-on. This shows that you're not just interested in a title but are genuinely invested in driving real change.
✨Showcase Emotional Intelligence
Emotional intelligence is key for this role. Think of instances where you've demonstrated empathy and understanding in leadership situations. Be ready to explain how you build trust and engagement within your teams.
✨Prepare Questions About Governance and Risk Management
Since governance and risk management are crucial for this position, prepare insightful questions about their current practices. This will demonstrate your expertise and show that you're thinking strategically about the company's future.