Find a job 
Featured Companies 
Featured Universities 
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, 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 a client-centric approach.
- 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.
Managing Director in Portsmouth 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 Portsmouth
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks, attend events, and join relevant online groups. 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. We want to see that people-focused approach in action!
✨Tip Number 3
Research the company culture before your interview. Since this firm values fairness, kindness, and honesty, think about how your own values align and be prepared to discuss this. It’ll show you’re a great fit!
✨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 the process.
We think you need these skills to ace Managing Director in Portsmouth
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 resonate with our culture!
Tailor Your Experience: When detailing your senior leadership experience, be specific about your achievements in managing regulated advisers and improving operational efficiency. We love seeing concrete examples that showcase your impact!
Be Curious and Open-Minded: Since we're evolving our digital capabilities, it’s important to express your curiosity and willingness to embrace change. Share any experiences where you've successfully navigated transformation or integration projects.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
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 Leadership Experience
Prepare to discuss your senior leadership experience in financial services, particularly in managing regulated advisers and FCA operations. Have concrete examples ready that highlight your success in adviser recruitment and team growth across multiple locations, as this will resonate well with the interviewers.
✨Emphasise Adaptability and Curiosity
Since the firm is evolving its digital capabilities, it’s crucial to express your openness to change and curiosity about new technologies. Share instances where you’ve successfully led teams through transformation or integrated new systems, showing that you can support the firm's growth while keeping client outcomes at the forefront.
✨Prepare Questions for the Board
Think of insightful questions to ask the board about their vision for the future, especially regarding adviser recruitment and the direct-to-consumer model. This not only shows your interest in the role but also demonstrates your strategic thinking and commitment to contributing to the firm's evolution.