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For Companies At a Glance
- 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, and hybrid working options.
- Why this job: Shape the future of an IFA firm and make a meaningful impact.
- Qualifications: Senior leadership experience in financial services and strong compliance knowledge.
- Other info: Join a growing firm committed to ethical practices and digital evolution.
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 firm's 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.
Managing Director in Exeter employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director in Exeter
✨Network Like a Pro
Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Leadership Style
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your people-focused leadership approach. Share stories of how you've guided teams through change and improved client outcomes. We want to see that you embody the values of fairness, kindness, and responsibility.
✨Be Curious and Open-Minded
As the role involves evolving digital capabilities, show your curiosity about new technologies and how they can enhance client journeys. Ask questions about their current systems and express your willingness to learn. We love seeing candidates who are humble and eager to adapt!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for candidates who align with our values and vision for the future of the firm.
We think you need these skills to ace Managing Director in Exeter
Some tips for your application 🫡
Show Your Values: Make sure to reflect the values of fairness, kindness, honesty, and responsibility in your application. We want to see how you embody these principles in your leadership style and decision-making.
Tailor Your Experience: Highlight your senior leadership experience in financial services, especially with independent financial planning or IFA firms. We’re looking for specific examples of how you've managed regulated advisers and improved operational efficiency.
Be Curious and Open-Minded: Since we’re evolving our digital capabilities, show us your curiosity and willingness to embrace change. Share any experiences where you’ve successfully led teams through transformation or integrated new technology.
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’re considered for this exciting opportunity to shape the future of our firm.
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 the interview.
✨Showcase Your People Skills
As a Managing Director, you'll need to lead and support advisers and staff across multiple offices. Prepare to discuss your experience in guiding teams through change and how you've successfully supported advisers in the past. Highlight any specific strategies you've used to strengthen operational performance while keeping client outcomes at the forefront.
✨Be Curious About Digital Transformation
Even if you're not an AI specialist, showing curiosity about digital capabilities is crucial. Research the latest trends in technology within financial services and think about how you can contribute to the firm's evolution. Be prepared to discuss how you've previously supported technology integration or business transformation projects.
✨Prepare for Strategic Discussions
Since you'll be working closely with the board, it's important to come prepared with ideas on adviser recruitment and operational efficiency. Think about how you can drive growth and improve processes, and be ready to discuss your vision for the future development of direct to consumer services that complement the existing advice model.
