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For Companies At a Glance
- Tasks: Lead and support advisers while driving operational efficiency and recruitment.
- Company: Established IFA firm known for its ethical approach and strong client focus.
- Benefits: Competitive salary, performance incentives, and hybrid working options.
- Why this job: Shape the future of financial advice with a values-driven team.
- Qualifications: Senior leadership experience in financial services and strong compliance knowledge.
- Other info: Join a growing firm committed to fairness, kindness, and innovation.
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 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 Southampton 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 Southampton
✨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. Show them you're the perfect fit!
✨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 drive adviser recruitment and operational efficiency.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show your genuine interest in the role and the company.
We think you need these skills to ace Managing Director in Southampton
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 experience, focus on your leadership roles in financial services and any specific achievements related to adviser recruitment or operational efficiency. We love seeing how you've made a difference in previous positions!
Be Curious and Open-Minded: Since we're evolving our digital capabilities, it’s great to mention any experiences where you've embraced change or led digital transformation. Show us your curiosity and willingness to adapt!
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
✨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 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 Adaptability and Curiosity
Given the firm's focus on evolving digital capabilities, be sure to express your curiosity and openness to change. Share instances where you've successfully navigated business transformations or integrated new technologies, showing that you can lead through change while keeping client outcomes at the forefront.
✨Prepare Questions About Future Developments
Come prepared with insightful questions about the firm’s future direction, especially regarding their direct to consumer model and technology integration. This not only shows your interest in the role but also demonstrates your strategic thinking and commitment to contributing to the firm's growth.
