Financial Planning Director (IFA)

CompanyHanover

LocationColchester, England, United Kingdom

Posted At3/4/2026

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (48.0%).

Occupation Type

Finance and investment analysts and advisers

Occupation Code Skill LevelHigher Skilled

Sponsorship Salary Threshold

£45,800 (£23.49 per hour)

Occupation rate applies

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Description

Financial Planning Director (IFA)

Driving Growth • Leading High‑Performing Planners • Shaping Client Excellence

Are you an experienced financial services leader with a passion for developing people, driving commercial performance, and elevating client outcomes? We’re supporting a rapidly growing IFA in the South East (headquartered out of North Essex) as they appoint a Financial Planning Director to lead their advisory team and shape the next phase of strategic growth.

As a key member of the leadership team, you’ll work closely with the CEO to design and deliver growth strategies, strengthen advisory capability, and embed a performance‑led culture. This role combines strategic influence with hands‑on leadership of a talented group of Financial Planners—ensuring they have the skills, capacity, and support to deliver outstanding client advice.

What You’ll Lead & Deliver

Define, drive, and execute strategic growth initiatives
Lead, coach, and mentor Financial Planners to ensure high performance and exceptional client outcomes

Embed effective performance management frameworks and use data-driven insights to guide activity

Oversee adviser remuneration structures and incentive schemes

Play a lead role in identifying and assessing potential acquisition opportunities

Shape and deliver adviser meetings, town halls, professional introducer events and client engagement activity

Act as Consumer Duty Champion, ensuring robust implementation and monitoring

Manage and optimise the advice proposition, pricing, client segmentation and adviser capacity

Build and execute lead-generation initiatives, including campaigns and introducer relationships

Use industry knowledge to identify competitive opportunities and inform ongoing strategic development

What You’ll Bring

Extensive UK financial services experience, ideally across wealth management and financial planning
Strong technical knowledge across pensions, investments, and broader financial products
A proven senior sales leader with the ability to inspire, influence, and create followership
Commercially astute, highly analytical, and confident in using data to drive decisions

Exceptional communication and presentation skills

A collaborative, entrepreneurial mindset with the ability to operate strategically and tactically

Demonstrated success in coaching, developing and empowering advisers

Ability to build strong external and internal partnerships aligned to long-term growth

Ideally Level 4 Diploma qualified; MBA or Master’s degree advantageous

Why This Role Matters

You’ll be at the heart of a high-growth firm, shaping both commercial direction and cultural identity. It’s a rare opportunity to combine strategic impact with hands-on leadership and to directly influence long-term success.

If you believe you have the experience to support the ambitious growth of an exciting business, please apply.