The Role A leading national IFA firm is seeking an experienced Regional Director to oversee and grow its Midlands business. This is a senior, second-line leadership role with responsibility for driving performance, leading teams, and delivering strategic growth. Key Responsibilities Lead and develop a team of Regional Managers and Financial Planners Drive regional performance, ensuring strong revenue growth and client outcomes Identify and execute business growth opportunities, including: Adviser recruitment Practice acquisitions Strategic partnerships and joint ventures Maintain a consistent focus on client experience and quality of advice About You Proven experience in a senior leadership role within financial planning / IFA Track record of leading high-performing teams Strong commercial awareness and experience driving business growth initiatives Passion for delivering excellent client outcomes Ability to operate effectively at a strategic and operational level What's on Offer Basic salary up to £100,000 Attractive bonus structure Full benefits package including pension Opportunity to play a key role in a growing, national business
Jun 17, 2026
Full time
The Role A leading national IFA firm is seeking an experienced Regional Director to oversee and grow its Midlands business. This is a senior, second-line leadership role with responsibility for driving performance, leading teams, and delivering strategic growth. Key Responsibilities Lead and develop a team of Regional Managers and Financial Planners Drive regional performance, ensuring strong revenue growth and client outcomes Identify and execute business growth opportunities, including: Adviser recruitment Practice acquisitions Strategic partnerships and joint ventures Maintain a consistent focus on client experience and quality of advice About You Proven experience in a senior leadership role within financial planning / IFA Track record of leading high-performing teams Strong commercial awareness and experience driving business growth initiatives Passion for delivering excellent client outcomes Ability to operate effectively at a strategic and operational level What's on Offer Basic salary up to £100,000 Attractive bonus structure Full benefits package including pension Opportunity to play a key role in a growing, national business
This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their Sheffield office. In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required. This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm. You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills. Basic salary to £31,000 benefits
Jun 16, 2026
Full time
This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their Sheffield office. In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required. This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm. You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills. Basic salary to £31,000 benefits
