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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 with a strong ethical focus.
- 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 fairness, kindness, and innovation.
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
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director in Exeter
✨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. We want to see you shine!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and leadership style. Use our website to find roles that resonate with you, and tailor your approach to highlight how you can contribute to their mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision. Let’s make sure they remember you!
We think you need these skills to ace Managing Director in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Managing Director role. Highlight your leadership experience in financial services and any achievements that showcase your ability to drive adviser recruitment and operational efficiency.
Showcase Your Values: Since we’re all about fairness, kindness, honesty, and responsibility, it’s crucial to demonstrate how you embody these values in your application. Share examples of how you've led teams with a people-focused approach and made decisions that prioritise client outcomes.
Be Curious and Open-Minded: We love leaders who are curious and open-minded, especially when it comes to evolving digital capabilities. Mention any experiences you have with technology integration or business transformation, even if you're not an AI specialist.
Apply Through Our Website: To maximise your chances, make sure to apply through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Premier Jobs UK
✨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. Highlight any successful adviser recruitment or team growth initiatives you've led, especially across multiple locations, as this will resonate well with what they’re looking for.
✨Emphasise Client-Centric Decision Making
Since client outcomes are at the heart of their decision-making process, come prepared with examples of how you've prioritised client needs in your previous roles. Discuss how you’ve balanced operational efficiency with maintaining high standards of client service.
✨Be Open to Change and Technology
Given the firm's focus on evolving its digital capabilities, express your curiosity and openness to new technologies. Share any experiences you have with business transformation or digital change projects, even if they weren't your primary focus, to show that you're adaptable and forward-thinking.
