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Regional Director – Financial Planning | Drive Innovation
- Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation.
- You’ll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement.
Salary range up to £120,000, + Bonus on performance
The Opportunity
- As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You’ll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS
- This is more than a leadership role — it’s a chance to be part of meaningful change.
Key Responsibilities
- Leadership & People Development
- Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth.
- Lead performance management, development reviews, and succession planning.
- Deliver business plans in alignment with NHS-specific financial needs and challenges.
- Collaborate on NHS-focused projects that enhance efficiency and client outcomes.
- Represent Commercial in organisation-wide change initiatives, driving integration and innovation.
- Lead relationship and performance management with key NHS introducers and decision-makers.
- Embed a referral strategy to connect NHS clients with full-spectrum financial services.
- Deliver against strategic KPIs and financial targets, ensuring profitability with purpose.
- Develop and implement a tailored trainee scheme for future financial planners in the NHS space.
Requirements
- Track record of leading successful, compliant, and client-centric financial planning teams.
- Strong knowledge of NHS Pensions
- Commercial acumen and excellent influencing skills.
- Collaborative, coaching-oriented leadership style.
- Transparent, inclusive communication approach.
- High emotional intelligence and cultural awareness.
