Managing Director / Operations DirectorLead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role.
It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth—without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients.
Operations
Advice
Compliance
Client Service
Technology
People
Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment.
A strong understanding of regulation, governance and operational excellence.
The ability to improve processes, develop people and embrace technology.
Humility, commercial awareness and excellent judgement.
Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role?
Genuine autonomy to shape the future of the business.
Significant investment in AI, NINGI and cutting-edge technology.
A culture built around integrity, professionalism and long-term client outcomes.
The opportunity to create an environment where advisers can do the best work of their careers.
This role is about building a better business - not simply a bigger one.
Interested in a confidential conversation? We'd love to hear from you.
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