Regional Director

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.

Location: London, South East England, GB

Posted Date: 8/20/2025