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Senior Financial Director
2 months ago
Job Title: Senior Financial Director
Industry: Financial Services
Location: Buckinghamshire
Salary: £75,000
Job Type: Full-time
Job Description:
Recruit UK is delighted to represent a fantastic opportunity for an experienced Senior Financial Director to join a well-established financial services firm with offices in Buckinghamshire.
About the Company:
This UK-wide company specializes in providing independent financial planning and wealth management advice to high-net-worth individuals and businesses.
The Role: Senior Financial Director
In this senior leadership role, you will oversee the management of a team of financial planners, financial advisers, and support staff, taking overall responsibility for running the Buckinghamshire office. Alongside your management duties, you will continue to provide independent financial advice to an existing client base and engage with new high-net-worth client enquiries. You'll be expected to manage and grow your own client portfolio, with full paraplanning and administrative support provided.
Key Responsibilities:
- Lead and manage a team of financial planners and advisers
- Provide independent financial advice to high-net-worth clients
- Manage and grow your own client portfolio
- Oversee the management of the Buckinghamshire office
- Develop and implement business strategies to drive growth and profitability
Requirements:
- Diploma in Financial Planning (Dip PFS) or equivalent, ideally working towards Chartered status
- Proven experience as a Financial Adviser, with a desire to step into a senior leadership role
- Strong leadership and team management skills
- Ability to balance management responsibilities with providing high-quality client advice
What We Offer:
- Competitive starting salary of £75,000
- Leadership role with opportunities for career growth and development
- Comprehensive benefits package, including life insurance, flexible benefits, and pension
- Flexible working options, including a hybrid model of office and home-based work
- Supportive environment with dedicated IFA, paraplanning, compliance, and admin support
- Professional development opportunities, including study support
How to Apply:
If you are a motivated and experienced Senior Financial Director looking for a new challenge, please submit your application to Recruit UK.
