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- Tasks: Lead a dynamic team of financial planners and drive measurable outcomes.
- Company: A thriving financial planning business in Central London with a supportive culture.
- Benefits: Strong base salary, tailored bonuses, and hybrid working flexibility.
- Why this job: Make a real impact and steer significant change in a successful company.
- Qualifications: Emotional intelligence, Level 4 Diploma in Financial Planning, and leadership experience.
- Other info: Join a high-performing team and enjoy excellent career growth opportunities.
The predicted salary is between 43200 - 72000 £ per year.
Take charge of a successful financial planning business and get a proper leadership brief to deliver, not a seat-warming title. You’ll steer real change that’s 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’ll get it in full when we speak.
You won’t be flying solo. You’ll 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’ll have the trust and agency to make decisions and run things properly. You’ll have a strong base salary and a tailored bonus structure that rewards delivery and outcomes. Some parts are confidential at this stage, but you’ll 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’ll 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’ll 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’ll 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’ll 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. Everyone will receive a response.
Managing Director employer: Exchange Street Recruitment
Contact Detail:
Exchange Street Recruitment 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 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 or can put in a good word for you.
✨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 that you're not just another candidate, but someone who’s ready to make a real impact.
✨Tip Number 3
Practice your leadership pitch! You’ll need to demonstrate your emotional intelligence and empathetic leadership style. Think of examples from your past where you've successfully led teams and influenced stakeholders – this is your chance to shine!
✨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, no worries – just send what you have and we’ll sort it out later. Everyone deserves a chance!
We think you need these skills to ace Managing Director
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; we want to know about your successes! Use specific examples of how you've improved performance or driven measurable outcomes in previous roles. This will help us see the impact you could have with us.
Keep It Professional Yet Engaging: While we love 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. Think about how you can address these issues and drive measurable outcomes. Prepare to discuss your approach to governance and risk management, as these are crucial for the role.
✨Show Emotional Intelligence
Demonstrate your emotional intelligence during the interview by actively listening and responding thoughtfully. Share instances where your empathetic leadership style has helped you gain buy-in from team members and stakeholders.
✨Ask Insightful Questions
Prepare a few insightful questions to ask during the interview. This shows your genuine interest in the role and helps you understand the company's vision better. Inquire about their expectations for the Managing Director and how success is measured.