Job Description

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 Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

About Premier Jobs UK

Welcome to the company profile for Premier Jobs UK on LinkedIn.

Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.

Our Key Areas include:

Regulated Financial Sales Investment Consultants

Mortgage Advisors Training Personnel

Compliance Officers Sales Management

Banking Administration

Estate Agency Telesales

General Insurance Sales Directors

Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.

Premier Jobs UK act as preferred recruiters for many of the major financial services

companies and high street banks across the UK from new trainee to director level.

All information is treated in the strictest confidence.

Industry

Finance & Insurance

Company Size

11-50 employees

Headquarters

Calne, GB

Year Founded

2007

Website

premierjobsuk.com

Social Media