Regional Director

2 weeks ago

London, Greater London, United Kingdom Ortus Psr Full time £100,000 - £110,000 per year
Regional Director - Financial Planning | Drive Innovation
  • Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation.
  • You'll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement.
Salary range up to £110,000, + Bonus on performance & equity

The Opportunity
  • As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You'll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS
  • This is more than a leadership role - it's a chance to be part of meaningful change.
Key Responsibilities
  • Leadership & People Development
  • Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth.
  • Lead performance management, development reviews, and succession planning.
  • Deliver business plans in alignment with NHS-specific financial needs and challenges.
  • Collaborate on NHS-focused projects that enhance efficiency and client outcomes.
  • Represent Commercial in organisation-wide change initiatives, driving integration and innovation.
  • Lead relationship and performance management with key NHS introducers and decision-makers.
  • Embed a referral strategy to connect NHS clients with full-spectrum financial services.
  • Deliver against strategic KPIs and financial targets, ensuring profitability with purpose.
  • Develop and implement a tailored trainee scheme for future financial planners in the NHS space.
Requirements
  • Track record of leading successful, compliant, and client-centric financial planning teams.
  • Strong knowledge of NHS Pensions
  • Commercial acumen and excellent influencing skills.
  • Collaborative, coaching-oriented leadership style.
  • Transparent, inclusive communication approach.
  • High emotional intelligence and cultural awareness.

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