Regional Director - South West

IDEX Consulting
Full-time , England, United Kingdom, England Finance
Posted:
March 01, 2026
Location:
, England, United Kingdom, England, United-Kingdom

Job Description

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.

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 regulator...

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Job Overview

Job Type: Full-time
Location: , England, United Kingdom, United-Kingdom
Posted: March 01, 2026
Deadline: April 10, 2026