At a Glance
- Tasks: Lead a dynamic team to drive financial planning excellence and strategic growth.
- Company: Join a leading financial services firm with a focus on client success.
- Benefits: Competitive salary, corporate benefits, car allowance, and professional development opportunities.
- Other info: Be part of a high-performance culture with excellent career advancement potential.
- Why this job: Shape the future of financial planning while making a real impact in the South of England.
- Qualifications: 5+ years of leadership experience and a strong background in financial planning.
The predicted salary is between 110000 - 110000 £ per year.
Salary £110,000 with OTE in excess of £140k. Full corporate benefits package + £10,000 car allowance.
Lead performance. Shape strategy. Elevate client excellence. I am looking for an exceptional, high performing Financial Planning Director to lead one of our key UK regions, driving both strategic direction and day‐to‐day excellence. The role will cover the South of England from London, across the Home Counties to Hampshire. In this high‐impact role, you'll ensure the practice's Lifestyle Financial Planning proposition is delivered consistently, professionally, and in line with ambitious growth objectives.
Key responsibilities of the role:
- Providing strategic and operational leadership across the regional Financial Planning team, ensuring services are delivered to the highest standards.
- Coaching, developing and managing a team of around 15 Financial Planners to uphold professional excellence and deliver outstanding client outcomes.
- Driving performance across revenue, KPIs and quality measures, with full accountability for regional income delivery.
- Collaborating with other Regional Directors to promote consistency, share best practice and optimise organisational performance.
- Overseeing second‐line supervision across multiple business areas including Mortgages and Corporate Financial Planning.
- Ensuring robust compliance with FCA regulations, the Training & Competency framework, and all internal policies.
- Leading recruitment, onboarding and ongoing talent development, including succession planning and resource allocation.
- Maintaining Corporate Chartered Status by supporting continuous professional development, CPD completion and progression towards Chartered/Fellow status.
- Managing client allocation and supporting the smooth onboarding of acquisition clients and colleagues.
- Reporting monthly and quarterly on performance, providing meaningful MI and insights to the Senior Leadership Team.
- Championing a high‐performance, one‐team culture through regional engagement, events and CPD activities.
What does success look like in this role:
- Strong revenue growth driven by excellent KPI performance and targeted intervention where needed.
- High retention of both clients and employees, supported by quality annual reviews and effective team leadership.
- Accurate, timely reporting and active contribution to shaping future business direction.
- A motivated, high‐performing regional team recognised for professionalism and excellence.
- Continued achievement of Corporate Chartered Status.
What does the ideal applicant look like:
- Minimum 5 years' leadership experience with proven success managing and developing teams.
- Strong commercial acumen and a strategic, growth‐focused mindset.
- Inspirational leadership style with the ability to coach, influence and motivate.
- Demonstrable success leading sales teams and achieving revenue targets.
- Excellent organisational skills and deep understanding of Lifestyle Financial Planning.
- Desirable: CII Fellowship, Pension Transfer Specialist experience, CeMAP, J07 or other supervisory qualifications.
Seniority level: Director
Employment type: Full‐time
Job function: Finance
Location: London, England, United Kingdom
Director of Financial Planning in London employer: IDEX Consulting
IDEX Consulting Ltd is an exceptional employer, offering a competitive salary and a comprehensive benefits package, including a generous car allowance. With a strong focus on employee development and a collaborative work culture, this role provides the opportunity to lead a high-performing team in the vibrant South of England, ensuring both personal and professional growth while driving strategic excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Director of Financial Planning in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant LinkedIn groups, and don’t be shy about reaching out to current employees at companies you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and its culture. Think about how your experience aligns with their goals, especially around driving performance and client excellence. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Showcase Your Leadership Skills
As a potential Financial Planning Director, it’s crucial to demonstrate your leadership abilities. Share specific examples of how you’ve successfully managed teams and driven revenue growth in the past. We want to see your inspirational side shine through!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you on board!
We think you need these skills to ace Director of Financial Planning in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Director of Financial Planning. Highlight your leadership experience and any relevant achievements that showcase your ability to drive performance and develop teams.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've led teams to success and driven revenue growth in previous positions.
Showcase Your Strategic Mindset:In your application, emphasise your strategic thinking and commercial acumen. We want to see how you can shape our financial planning strategy and contribute to our ambitious growth objectives.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Director of Financial Planning, you’ll need to demonstrate your understanding of financial metrics. Brush up on key performance indicators (KPIs) relevant to the role and be ready to discuss how you've driven revenue growth in previous positions.
✨Showcase Your Leadership Style
This role requires strong leadership skills. Prepare examples that highlight your ability to coach and develop teams. Think about specific instances where your leadership has led to improved performance or client outcomes.
✨Understand the Compliance Landscape
Familiarise yourself with FCA regulations and internal policies. Be prepared to discuss how you’ve ensured compliance in past roles and how you would maintain high standards in this position.
✨Engage with Strategic Vision
The company is looking for someone who can shape strategy. Come prepared with ideas on how you would drive the Lifestyle Financial Planning proposition forward. Show that you can think strategically while also managing day-to-day operations effectively.
