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Regional Director – North
Salary: £100,000 – £130,000 Uncapped Bonus Benefits
Location: North of the UK (Flexible with Regular Travel)
We’re seeking an experienced and driven Regional Director to lead a group of Financial Planning teams in the North. This is a fantastic opportunity to shape strategy, support high-performing professionals, and help grow a successful, forward-thinking business.
Key Responsibilities
- Lead and manage two pods of Financial Planners across the North.
- Take full accountability for certified advisers within the region.
- Drive performance against business targets, KPIs and growth metrics.
- Line manage, coach and mentor Pod Leaders, supporting their development and CPD.
- Collaborate with internal teams (Compliance, People, Training) on people initiatives and performance.
- Represent the region in senior leadership forums and business planning activities.
- Promote a comprehensive financial planning approach and high-quality client outcomes.
- Support delivery of company-wide events and adviser meetings.
- Maintain a modest, high-quality client book (no new business targets), ensuring excellent service and relevance to adviser challenges.
What You’ll Bring
- Chartered Financial Planner status (or equivalent) with strong technical expertise.
- Proven leadership experience within financial planning.
- Strong coaching and mentoring ability; passionate about team development.
- Commercial acumen with a clear focus on delivering client-first outcomes.
- Excellent communication skills across all levels of the business.
- A collaborative, strategic mindset and a desire to contribute to the company’s national growth.
- Up-to-date SPS and CPD.
What’s On Offer
- £100,000 – £130,000 base salary (depending on experience and responsibility).
- Uncapped bonus based on revenue formula.
- Private medical, pension, income protection, life cover and flexible benefits platform.
- Generous holiday allowance.
- Industry-leading training and exam support post-probation.
- Potential future pathway to partnership and equity participation.
Make a real impact in a key leadership role – grow your career while helping others do the same.
Please forward a copy of your CV for immediate short-listing
