Regional Financial Planning Director

Regional Financial Planning Director

Full-Time No working from home possible
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I'm hiring a Regional Financial Planning Director to take the helm in Edinburgh within a large Wealth management firm.

This is a Certified Person role with genuine strategic influence. You'll be driving net revenue and asset growth while leading a high-performing adviser team through coaching, development and operational excellence.

What makes this unmissable:

  • Lead and develop top-tier financial planning talent
  • Manage substantial client portfolios across the full wealth proposition
  • Champion digital adoption and innovation across your region
  • Boardroom-ready position with real influence on strategic direction
  • Negotiable package with excellent bonus potential

If you're an experienced financial planning leader ready to make the unbelievable achievable, let's talk.

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Regional Financial Planning Director employer: IDEX Consulting Ltd

As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.

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Contact Details:

IDEX Consulting Ltd Recruitment Team