Regional Director of Financial Planning

3 days ago


Leeds, Leeds, United Kingdom Fram Executive Search Limited Full time
h3>Financial Planning Expertise Wanted in Leeds


We are seeking a seasoned financial planning professional to join our client's growing financial planning firm in Leeds. The ideal candidate will have a passion for providing tailored financial advice and a proven track record of managing and developing a team of financial advisers.

Key Responsibilities:

  • Develop and implement policies and strategies to deliver the company's business objectives.
  • Ensure a clear understanding and implementation of the Consumer Duty.
  • Work closely with the Head of Compliance and other senior team members.
  • Provide expert financial advice to a book of high net worth individuals.

Requirements:

  • Level 6 qualification in Financial Planning or Chartered Financial Planner from the Chartered Insurance Institute (CII).
  • Proven experience in managing and developing a team of financial advisers.

We are looking for a dynamic and experienced financial planning professional to join our client's team in Leeds. If you have a passion for financial planning and a proven track record of success, we would love to hear from you.



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