IDEX Consulting Ltd
Regional Director
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Regional Director
Regional Director - Financial Services / South West Remote with Travel Requirements - £150,000 DOE + bonus
A growing national financial planning and wealth management firm is seeking an experienced Regional Director to lead, develop, and supervise financial advice teams across the South West. This senior leadership role combines strategic oversight, regulatory supervision, business development, and integration of newly acquired offices, ensuring a consistent client experience and strong commercial performance.
The business manages significant client wealth, with AUM totalling in the billions. Recognised for its industry excellence, the firm has been ranked in the FT Adviser Top?100 Financial Advisers list for several consecutive years, reflecting its strong reputation within the UK financial planning sector.
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I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
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Graduate Consultant — 2026 Scheme
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StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
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Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
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Key Responsibilities: Lead and inspire financial advisers, paraplanners, and support staff across multiple offices. Drive a high-performance culture focused on client outcomes, compliance, and professional development. Oversee regulatory and governance standards, including FCA compliance, file reviews, and adviser supervision. Deliver regional revenue and profitability targets while managing adviser productivity and retention. Support integration of acquired offices and teams, aligning processes, culture, and operational standards. Represent the business externally with introducers, partners, and at regional events.
Candidate Requirements: Level 4 Diploma in Regulated Financial Planning (or equivalent). Proven leadership experience in a UK regulated advice environment. Strong commercial acumen, regulatory knowledge, and multi-site management experience. Ability to travel regularly across the region.
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Desirable: Chartered status or working towards it, experience integrating acquired advice firms, and knowledge of professional introducer relationships.
Why This Role: This is a rare opportunity to take a strategic leadership role in a well-established, growing national business, shaping regional growth, adviser development, and client outcomes. The role is home-based with flexible travel to regional offices.
If this is of interest and you feel you meet the specified criteria, please reach out in confidence to Samantha.durbridge@idexconsulting.com
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