IDEX Consulting Ltd
Regional Financial Planning Director
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Regional Financial Planning Director
I'm hiring a Regional Financial Planning Director to take the helm in Edinburgh within a large Wealth management firm.
This is a Certified Person role with genuine strategic influence. You'll be driving net revenue and asset growth while leading a high-performing adviser team through coaching, development, and operational excellence.
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What makes this unmissable:
- Lead and develop top-tier financial planning talent
- Manage substantial client portfolios across the full wealth proposition
- Champion digital adoption and innovation across your region
- Boardroom-ready position with real influence on strategic direction
- Negotiable package with excellent bonus potential
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If you're an experienced financial planning leader ready to make the unbelievable achievable, let's talk.
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