Associate Director - Financial Crime Technology

Dentsu Aegis Network Ltd.; City of Westminster; On-site; GBP 140,000; Full time

Job summary

A regional financial planning organization is seeking a Regional Financial Planning Director in the South of England. This role involves leading and developing a team of Financial Planners, ensuring the delivery of high-quality financial services and driving growth objectives. The ideal candidate will have at least 5 years of leadership experience in financial planning, strong commercial acumen, and a Chartered Financial Planner qualification. An attractive salary package with bonuses is offered.

Benefits

Full corporate benefits package

£10,000 car allowance

Future LTIP opportunities

Qualifications

• Minimum 5 years' leadership experience with proven success managing and developing teams.
• Inspirational leadership style with the ability to coach, influence and motivate.
• Desirable: Pension Transfer Specialist experience, CeMAP, J07 or other supervisory qualifications.

Responsibilities

• Lead performance, shape strategy and elevate client excellence.
• Providing strategic leadership for the whole region to drive growth objectives.
• Coaching, developing and managing a team of around 15 Financial Planners.

Skills

Leadership

Financial Planning

Team Development

Commercial Acumen

Client Management

Education

Chartered Financial Planner / Level 6 qualification

CII Fellowship

Job description

Job Description

Regional Financial Planning Director - South of England

Salary: £110,000 with OTE in excess of £140k
Full corporate benefits package + £10,000 car allowance
Future LTIP opportunities.

Key Responsibilities

• Lead performance, shape strategy and elevate client excellence.
• Providing strategic and operational leadership across the regional Financial Planning team, ensuring services are delivered to the highest standards.
• Coaching, developing and managing a team of around 15 Financial Planners to uphold professional excellence and deliver outstanding client outcomes.
• Providing strategic leadership for the whole region to drive growth objectives, ensuring the Lifestyle Financial Planning proposition is delivered consistently, professionally and in line with ambitious growth objectives.
• Managing client allocation and supporting the smooth onboarding of acquisition clients and colleagues.
• Reporting monthly and quarterly on performance, providing meaningful MI and insights to the Senior Leadership Team.
• Maintaining Corporate Chartered Status by supporting continuous professional development, CPD completion and progression towards Chartered/Fellow status.

Success Criteria

• Strong revenue growth driven by excellent KPI performance and targeted intervention where needed.
• High retention of both clients and employees, supported by quality annual reviews and effective team leadership.
• Accurate, timely reporting and active contribution to shaping future business direction.
• A motivated, high-performing regional team recognised for professionalism and excellence.
• Continued achievement of Corporate Chartered Status.

Ideal Applicant

• Chartered Financial Planner / Level 6 qualified.
• Minimum 5 years’ leadership experience with proven success managing and developing teams.
• Strong commercial acumen and a strategic, growth-focused mindset.
• Inspirational leadership style with the ability to coach, influence and motivate.
• Demonstrable success leading sales teams and achieving revenue targets.
• Excellent organisational skills and deep understanding of Lifestyle Financial Planning.
• Desirable: CII Fellowship, Pension Transfer Specialist experience, CeMAP, J07 or other supervisory qualifications.

Benefits

Full corporate benefits package, £10,000 car allowance and future LTIP opportunities.