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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, 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 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: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions 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 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 managed transitions in the past. Highlight your experience with digital transformation and how it improved client outcomes.
✨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 with our platform.
We think you need these skills to ace Managing Director in Exeter
Some tips for your application 🫡
Show Your Values: Make sure to highlight how your personal values align with the firm'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 interested in how you've managed regulated advisers and improved operational efficiency, so be specific about your achievements!
Be Curious and Open-Minded: Since the role involves evolving digital capabilities, show us your curiosity and willingness to embrace change. Share examples of how you've supported technology integration or business transformation in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Sahasraa Solutions
✨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 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 key. Research the latest trends in financial technology 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 your past experiences in these areas and be ready to discuss how you can help shape the future development of direct to consumer services that complement the existing advice model.
