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- Tasks: Lead and shape the future of an independent financial adviser firm.
- Company: Values-driven IFA firm focused on fairness, kindness, and innovation.
- Benefits: Competitive salary, performance incentives, and hybrid working options.
- Why this job: Make a meaningful impact while driving adviser growth and digital transformation.
- Qualifications: Senior leadership experience in financial services and strong client focus.
- Other info: Join a supportive culture with opportunities for personal and professional growth.
The predicted salary is between 72000 - 108000 £ per year.
Are you an experienced financial services leader looking for a Managing Director job where you can shape the future of an IFA firm? This is an excellent opportunity to join a values led business that is investing in adviser growth, new technology and the future development of a potential direct to consumer advice model. You will be joining a firm that is built on fairness, kindness, honesty and responsibility and is looking for a Managing Director who naturally reflects these values.
This role will suit a people focused leader who enjoys guiding businesses through change, supporting advisers, and strengthening operations, while always keeping client outcomes at the heart of decision making. You do not need to be an AI specialist, as this area is driven by their CEO. However, you should be curious, open minded and humble in your leadership approach, comfortable working in a business that is evolving its digital capabilities and client journeys.
Working closely with the board you will help to drive adviser recruitment, improve operational efficiency and support the roll out of new systems that blend human advice with technology enabled processes. You will also contribute to the future development of a direct to consumer offering that complements the firms existing independent advice model.
Key areas of the role include:
- Leading and supporting advisers and staff across multiple offices
- Strengthening operational performance and ensuring regulatory standards are maintained
- Driving adviser recruitment and supporting potential team or firm acquisitions
- Supporting the introduction of new technology and improved client and adviser processes
- Helping shape the development of future direct to consumer services
Managing Director Requirements
Essential:
- Senior leadership experience within an independent financial planning, wealth management or IFA firm
- Proven experience managing regulated advisers and FCA focused operations
- Strong understanding of governance, compliance and risk within an advice firm
- Track record of adviser recruitment or team growth across more than one location
- Highly values led and client centric
Desirable:
- Experience of business transformation, digital change or integration projects
- Experience of direct to consumer and/or working with corporate clients to offer financial wellbeing service
The Company:
This is a long established independent financial adviser firm with multiple UK office locations. The business is known for its strong client focus, ethical approach and commitment to doing the right thing. Its culture is rooted in fairness, kindness, honesty and responsibility and it is now entering a new phase of growth supported by investment in technology, adviser expansion and new client service ideas.
Managing Director Benefits:
- Salary of circa £90,000 with flexibility for the right individual and openness to consider packages based on value being brought with you
- Performance related incentives linked to business growth and personal contribution
- Hybrid working with regular visits to the main office and other regional sites
- Opportunity to play a central role in shaping the strategic and digital evolution of an IFA firm
Location:
Candidates should be based within reasonable travel distance of the South West and willing to travel regularly to the main office and other regional locations.
If you are a forward thinking leader who shares these values and wants to make a meaningful impact in a growing independent financial adviser firm, we would be delighted to hear from you. Apply today.
Locations
Director/CEO in Devon, Plymouth employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director/CEO in Devon, Plymouth
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online forums. The more people you know, the better your chances of landing that Managing Director role.
✨Tip Number 2
Show off your leadership skills in interviews. Be ready to share examples of how you've guided teams through change and improved operations. Remember, they want someone who embodies their values of fairness and kindness!
✨Tip Number 3
Research the company thoroughly before your interview. Understand their approach to technology and client service, and think about how you can contribute to their growth. This will show you're genuinely interested and invested in their mission.
✨Tip Number 4
Don’t forget to apply 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 directly with us.
We think you need these skills to ace Director/CEO in Devon, Plymouth
Some tips for your application 🫡
Show Your Values: Make sure to highlight how your personal values align with the company's focus on fairness, kindness, honesty, and responsibility. We want to see that you genuinely embody these principles in your leadership style.
Tailor Your Experience: When detailing your experience, focus on your senior leadership roles within financial services. We’re keen to see how you've managed regulated advisers and improved operational efficiency, so be specific about your achievements.
Be Curious and Open-Minded: Since the role involves evolving digital capabilities, show us your curiosity and willingness to embrace change. Share examples of how you've supported technology integration or business transformation in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can ensure your application gets the attention it deserves and you can easily track its progress.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know the Company Values
Before your interview, take some time to really understand the company's values of fairness, kindness, honesty, and responsibility. Think about how your own leadership style aligns with these principles and be ready to share specific examples that demonstrate this alignment during your conversation.
✨Showcase Your People Skills
As a Managing Director, your ability to lead and support advisers is crucial. Prepare to discuss your experience in guiding teams through change and how you've fostered a positive culture in previous roles. Highlight any successful adviser recruitment strategies you've implemented and how they contributed to team growth.
✨Be Curious About Technology
While you don’t need to be an AI expert, showing curiosity about digital capabilities and client journeys is key. Research the latest trends in financial technology and think about how you can contribute to the firm's evolution in this area. Be prepared to discuss how you've supported technology integration in past roles.
✨Prepare for Strategic Discussions
Since you'll be working closely with the board, it's important to come prepared with ideas on improving operational efficiency and enhancing client outcomes. Think about how you can help shape the future direct-to-consumer services and be ready to discuss your vision for the firm’s growth.