Director of Financial Planning

As a Director of Financial Planning, the work centres on coaching, developing and managing a team of around 15 Financial Planners to uphold professional excellence and deliver outstanding client outcomes. It would suit someone who can bring strong professional approach to the role.

Role overview

Demonstrable success leading sales teams and achieving revenue targets. Strong revenue growth driven by excellent KPI performance and targeted intervention where needed.

Main responsibilities

Coaching, developing and managing a team of around 15 Financial Planners to uphold professional excellence and deliver outstanding client outcomes. Driving performance across revenue, KPIs and quality measures, with full accountability for regional income delivery. Managing client allocation and supporting the smooth onboarding of acquisition clients and colleagues.

What helps someone succeed

Strong professional approach.

Requirements

• CII Fellowship, Pension Transfer Specialist experience, CeMAP, J07 or other supervisory qualifications.
• Minimum 5 years' leadership experience with proven success managing and developing teams.
• Employment type: Full‑time.

Job details

• Referrals increase your chances of interviewing at IDEX Consulting Ltd by 2x.
• I am looking for an exceptional, high performing Financial Planning Director to lead one of our key UK regions, driving both strategic direction and day‑to‑day excellence.
• Will cover the South of England from London, across the Home Counties to Hampshire.
• High retention of both clients and employees, supported by quality annual reviews and effective team leadership.