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 firms 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 RequirementsEssential

• 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

LocationCandidates 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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