Job Description
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