Job description
Lead performance. Shape strategy. Elevate client excellence.
I am looking for an exceptional, high performing Financial Planning Director to lead one of our key UK regions, driving both strategic direction and day-to-day excellence. The role will cover the South of England from London, across the Home Counties and Hampshire. In this high-impact role, you'll ensure the practice's Lifestyle Financial Planning proposition is delivered consistently, professionally, and in line with ambitious growth objectives.
Key responsibilities of the role:
- Providing strategic and operational leadership across the regional Financial Planning team, ensuring services are delivered to the highest standards.
- Coaching, developing and managing a team of around 15 Financial Planners to uphold professional excellence and deliver outstanding client outcomes.
- Driving performance across revenue, KPIs and quality measures, with full accountability for regional income delivery.
- Collaborating with other Regional Directors to promote consistency, share best practice and optimise organisational performance.
- Overseeing second-line supervision across multiple business areas including Mortgages and Corporate Financial Planning.
- Ensuring robust compliance with FCA regulations, the Training & Competency framework, and all internal policies.
- Leading recruitment, onboarding and ongoing talent development, including succession planning and resource allocation.
- Maintaining Corporate Chartered Status by supporting continuous professional development, CPD completion and progression towards Chartered/Fellow status.
- Managing client allocation and supporting the smooth onboarding of acquisition clients and colleagues.
- Reporting monthly and quarterly on performance, providing meaningful MI and insights to the Senior Leadership Team.
- Championing a high-performance, one-team culture through regional engagement, events and CPD activities.
What does success look like in this role:
- Strong revenue growth driven by excellent KPI performance and targeted intervention where needed.
- High retention of both clients and employees, supported by quality annual reviews and effective team leadership.
- Accurate, timely reporting and active contribution to shaping future business direction.
- A motivated, high-performing regional team recognised for professionalism and excellence.
- Continued achievement of Corporate Chartered Status.
What does the ideal applicant look like:
- Chartered Financial Planner / Level 6 qualified
- Leadership experience with proven success managing and developing teams.
- Strong commercial acumen and a strategic, growth-focused mindset.
- Inspirational leadership style with the ability to coach, influence and motivate.
- Demonstrable success leading sales teams and achieving revenue targets.
- Excellent organisational skills and deep understanding of Lifestyle Financial Planning.
- Desirable: CII Fellowship, Pension Transfer Specialist experience, CeMAP, J07 or other supervisory qualifications.
Salary £110,000 with OTE in excess of £140k + full corporate benefits package, £10,000 car allowance.
The position offers the opportunity to truly shape the region with purpose and shape the future of the financial planning team across the South of England. There is future LTIP opportunities and the scope to become one of the key senior figures within the organisation.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
