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Strategic Director of Financial Planning

  • Salary: £130000 - £150000 per annum + bonus, benefits and LTIP
  • Location: Nottingham, London, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    01 Mar 2019
  • Job reference: 32327

A national IFA business is looking to hire a Strategic Director of Financial Planning to manage their two revenue streams across the Midlands and South East.

You will work alongside the COO and MD and and have a demonstrable track record of working at board level. The successful candidate will manage both the IFA and corporate channels and manage several direct reports across multiple offices.

Strong knowledge of the financial planning market is essential, with proven success of managing IFA teams.

  • Manage channel specific regional teams both channels to achieve agreed targets:
    • New business fees, recurring revenue and gross margin
    • Act as a leader on national initiatives associated with the channels
    • Create a growth orientated culture within the channels
    • Manage acquisitions into BAU
  • You will be responsible for the development of existing IFA introducer relationship's and their revenue growth, along with securing and developing of new relationships
  • Ensure all channels adhere to regulation, sales and compliance processes
  • Deliver channel input into strategic and executive discussions

You will be rewarded with a basic salary of up to £150,000 plus bonus, benefits and an LTIP (this will be discussed at interview stage). Contact Ricardo Manouchehri for more details.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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