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- 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, car allowance, and comprehensive corporate benefits.
- Why this job: Shape the future of financial planning in the South and make a real impact.
- Qualifications: Chartered Financial Planner with leadership experience and a growth mindset.
- Other info: Opportunity for career advancement and to become a key senior figure.
The predicted salary is between 43200 - 72000 £ per year.
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 and 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:
- Chartered Financial Planner / Level 6 qualified.
- 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.
The position offers the opportunity to truly shape the region with purpose and shape the future of the financial planning team across the South of England. There are future LTIP opportunities and the scope to become one of the key senior figures within the organisation.
Regional Director - South in London employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Director - South in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Regional Director role.
✨Tip Number 2
Showcase your leadership skills! When you meet potential employers, share specific examples of how you've successfully managed teams and driven performance. They want to see that you can inspire and elevate others.
✨Tip Number 3
Be proactive in your approach! Don’t just wait for job openings to pop up. Reach out directly to companies you're interested in, express your enthusiasm, and ask about potential opportunities. We love seeing candidates take the initiative!
✨Tip Number 4
Utilise our website for applications! It’s super easy to apply through StudySmarter, and we’re always on the lookout for exceptional talent. Make sure your application stands out by tailoring it to the specific role and showcasing your unique strengths.
We think you need these skills to ace Regional Director - South in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of Regional Director. Highlight your leadership experience, commercial acumen, and any relevant qualifications like Chartered status. We want to see how you can drive performance and elevate client excellence!
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 high-impact role. Share specific examples of how you've successfully managed teams and driven revenue growth in the past. We love a good story that showcases your strategic mindset!
Showcase Your Leadership Style: In your application, make sure to highlight your inspirational leadership style. We’re looking for someone who can coach and motivate a team of Financial Planners. Share how you've developed talent and fostered a high-performance culture in previous roles.
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 don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a Regional Director, 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
Prepare examples that highlight your leadership experience. Think about times when you successfully coached or developed a team, and be ready to explain how your inspirational style has motivated others to achieve their best.
✨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 plan to maintain high standards in this position.
✨Engage with Strategic Vision
Articulate your strategic mindset by discussing how you've shaped business direction in the past. Think about how you can contribute to the future of the financial planning team and be ready to share your vision for the region.
