Managing Director

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Are you an experienced financial services leader looking for a Managing Director job where you can shape the future of an IFA firm?

Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
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 firms existing independent advice model.
Key areas of the role includeManaging Director RequirementsEssentialDesirableThe 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 BenefitsLocationCandidates should be based within reasonable travel distance of the South West and willing to travel regularly to the main office and other regional locationsIf 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
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Location:
Portsmouth
Job Type:
FullTime
Category:
Management And Consultancy

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