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Director of Financial Planning & Workplace

Key Job Features

Job Type: Permanent
Reference: 629
Location: Flexible on home location within UK
Other: To £100,000 Basic + Bonus (OTE £130,000) + Benefits


Director of Financial Planning & Workplace

Flexible on home location within UK

Salary and package: To £100,000 Basic + Bonus (OTE £130,000) + Benefits


Our client is an entrepreneurial, ambitious and well-funded Financial Advice business that is growing through acquisition.

It is seeking an experienced Diploma qualified manager/director to lead a newly created Division including Workplace, Financial Education Advisory and Digital D2C.

This is a key hire for the business, requiring a well-rounded, authorised individual (either currently or with the ability to re-gain it quickly) with good exposure to sales and delivery. Experience of client segmentation/triaging is key to provide high quality financial solutions to all scheme members from the workforce to the senior leadership team. Knowledge of the D2C Digital space would be an advantage but is not a prerequisite.

If you have a successful track record in financial advisory sales leadership, with an understanding of Workplace and the Corporate Pensions arena and you are interested in joining a dynamic, forward-thinking business, send your CV to Alison French quoting Ref. 629 to or call 01761 252 534 for a confidential conversation.

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