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- Tasks: Lead and support advisers while driving operational efficiency and recruitment.
- Company: Values-driven independent financial adviser firm focused on fairness and client outcomes.
- Benefits: Competitive salary, performance incentives, hybrid working, and a chance to shape the firm's future.
- Why this job: Make a meaningful impact in a growing firm that values kindness and responsibility.
- Qualifications: Senior leadership experience in financial services and strong understanding of compliance and governance.
- Other info: Join a dynamic team committed to ethical practices and innovative client solutions.
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
Senior Director/Executive Director 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 Senior Director/Executive Director in Devon, Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services 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 that aren't advertised yet.
✨Tip Number 2
Prepare for those interviews by researching the company culture and values. Since this firm is all about fairness, kindness, and responsibility, think of examples from your past that showcase how you embody these traits in your leadership style.
✨Tip Number 3
Showcase your adaptability! This role involves guiding businesses through change, so be ready to discuss how you've successfully led teams through transitions in the past. Highlight your experience with digital change and adviser recruitment.
✨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 are proactive and engaged in their job search.
We think you need these skills to ace Senior Director/Executive Director 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 particularly interested in your track record with adviser recruitment and managing regulated advisers, so make that front and centre!
Be Curious and Open-Minded: Since we’re evolving our digital capabilities, it’s important to convey your curiosity and willingness to embrace change. Share examples of how you've successfully navigated transformation in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Premier Jobs UK Limited
✨Understand the Company Values
Before your interview, take some time to really understand the values of the firm. They’re looking for someone who embodies fairness, kindness, honesty, and responsibility. Think about how your own leadership style aligns with these values and be ready to share specific examples.
✨Showcase Your People Skills
As a Senior Director, you’ll be leading advisers and staff across multiple offices. Prepare to discuss your experience in guiding teams through change and supporting their growth. Highlight any successful recruitment strategies or team-building initiatives you've implemented in the past.
✨Be Curious About Digital Transformation
While you don’t need to be an AI expert, showing curiosity about digital capabilities is key. Research the latest trends in financial technology and think about how they can enhance client journeys. Be prepared to discuss how you would support the introduction of new systems in the firm.
✨Prepare for Strategic Discussions
You’ll be working closely with the board, so come prepared with ideas on improving operational efficiency and adviser recruitment. Think strategically about how you can contribute to the development of direct-to-consumer services and be ready to share your vision for the future.