Regional Director (Financial Services)

Truestar Talent Ltd; England; Hybrid; GBP 100,000 - 130,000; Full time

Job summary

A financial services firm is seeking a Regional Director to lead Financial Planning teams in the North of the UK. The role involves driving performance and coaching team leaders while promoting a client-first approach. The successful candidate will enjoy a competitive salary between £100,000 and £130,000, uncapped bonuses, and comprehensive benefits including private medical and generous holiday allowances.

Benefits

Private medical insurance

Pension plan

Flexible benefits platform

Generous holiday allowance

Training and exam support

Pathway to partnership

Qualifications

• Strong technical expertise in financial planning.
• Proven experience in leading financial planning teams.
• Up-to-date SPS and CPD.

Responsibilities

• Lead and manage teams of Financial Planners in the region.
• Drive performance against business targets and KPIs.
• Coach and mentor Pod Leaders for their development.
• Collaborate on people initiatives and performance.

Skills

Leadership experience

Coaching and mentoring

Commercial acumen

Communication skills

Education

Chartered Financial Planner status

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