Regional Director – Chartered Financial Planning Firm
Location: London / Home Counties
Salary: £130,000 - £150,000, Equity
About the Firm✅
Join a revolutionary Chartered Financial Planning firm that is known for its independent, forward-thinking approach. With modern technology, streamlined processes, and an entrepreneurial spirit, this firm is dedicated to creating a high-performing yet dynamic environment that encourages growth and leadership
The Role✅
As a Regional Director, you will work closely with the Managing Director, driving the growth and strategy of the firm. This is a high-profile role in which you will help scale the business, lead key projects, and oversee management functions. You will also work alongside a dedicated M&A team to support the firm's expansion.
Key Responsibilities✅
Growth Strategy: Lead and implement the firm’s growth and scaling strategy.
M&A Integration: Collaborate with the M&A team to integrate acquired firms.
Proposition Development: Shape the advice framework, drive change management initiatives, and develop new propositions.
What We’re Looking For✅
Leadership Experience: Proven experience in growing and developing a Financial Planning business.
Entrepreneurial Spirit: A natural leader who thrives in a forward-thinking, independent environment.
Career-Driven: Ambitious and motivated to progress within a growing firm.
