Regional Director - South West

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.

• 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.

• 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.

Chartered status or working towards it, experience integrating acquired advice firms, and knowledge of professional introducer relationships.

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

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.