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Date Added: Fri 08/08/2025

Regional Director (Financial Services)

Newcastle Upon Tyne, UK
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Company: TRUESTAR TALENT LTD

Job Type: Permanent, FullTime

Salary: £100,000 - £130,000 per annum

Regional Director – North

Salary: £100,000 – £130,000 Uncapped Bonus Benefits

Location: North of the UK (Flexible with Regular Travel)

We’re seeking an experienced and driven Regional Director to lead a group of Financial Planning teams in the North. This is a fantastic opportunity to shape strategy, support high-performing professionals, and help grow a successful, forward-thinking business.

Key Responsibilities

  • Lead and manage two pods of Financial Planners across the North.
  • Take full accountability for certified advisers within the region.
  • Drive performance against business targets, KPIs and growth metrics.
  • Line manage, coach and mentor Pod Leaders, supporting their development and CPD.
  • Collaborate with internal teams (Compliance, People, Training) on people initiatives and performance.
  • Represent the region in senior leadership forums and business planning activities.
  • Promote a comprehensive financial planning approach and high-quality client outcomes.
  • Support delivery of company-wide events and adviser meetings.
  • Maintain a modest, high-quality client book (no new business targets), ensuring excellent service and relevance to adviser challenges.

What You’ll Bring

  • Chartered Financial Planner status (or equivalent) with strong technical expertise.
  • Proven leadership experience within financial planning.
  • Strong coaching and mentoring ability; passionate about team development.
  • Commercial acumen with a clear focus on delivering client-first outcomes.
  • Excellent communication skills across all levels of the business.
  • A collaborative, strategic mindset and a desire to contribute to the company’s national growth.
  • Up-to-date SPS and CPD.

What’s On Offer

  • £100,000 – £130,000 base salary (depending on experience and responsibility).
  • Uncapped bonus based on revenue formula.
  • Private medical, pension, income protection, life cover and flexible benefits platform.
  • Generous holiday allowance.
  • Industry-leading training and exam support post-probation.
  • Potential future pathway to partnership and equity participation.

Make a real impact in a key leadership role – grow your career while helping others do the same.

Please forward a copy of your CV for immediate short-listing

Apply Now