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Regional Financial Planning Director

Key Job Features

Job Type: Permanent
Reference: 909
Location: Home/office based South East UK
Other: + Bonus + Equity Options + Benefits


Our client is one of the UKs new breed of PE backed financial planning businesses with ambition and finance to ensure it is one of the fastest growing financial planning businesses over the next 5 years.

Reporting to the Managing Director of Financial Planning and a member the financial planning Board, this role has been created through growth.

The two key parts of the role are contributing to business strategy as a member of the financial planning board and leading a small team which will grow over time as the business grows organically and through acquisition.

The role will suit a proven Adviser Manager in a large adviser business, with a track record in successfully leading teams of financial planners to achieve compliant growth who is now ready to step up to a more strategic role.  Alternatively, you may be leading a small/medium financial planning business but wishing to move to a company with more ambition and the financial backing to achieve this.

The individual will ideally be Chartered by the CII or close to achieving this.

If this role is of interest, please send your cv to or call John Anderson on 01761 252537 or Paul Harper on 07768 952 212 quoting reference PH/909


Salary and package: to £130k + Bonus + Equity Options + Benefits

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