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Regional Director - Financial Services / South West - Remote with Travel Requirements - £150,000 DOE + bonus 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 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. Candidate Requirements: • 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. Desirable: Chartered status or working towards it, experience integrating acquired advice firms, and knowledge of professional introducer relationships. Why This Role: 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 Regional Director - Financial Services / South West - Remote with Travel Requirements - £150,000 DOE + bonus

A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions.

I’m supporting a key brokerage client with several Mortgage & Protection Adviser hires across the South West. An established mortgage & protection brokerage with over 20 years’ trading history, strong financial backing, and an excellent reputation for both customer service and adviser support. E

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. Desire to be a successful Financial Planner.

Protection Advisor Location: Office based, Bath BA1 Salary: Up to £45,000 basic, uncapped commission structure Contract: Full-Time, Permanent What you'll receive: A brand and culture that helps you succeed: One of the UK's most trusted (Trustpilot reviews) Customer-centric advice model - no hard sales Supportive, people first environment Earning potential & growth: Competitive salary and performance-based incentives Opportunities for professional development and career growth Supportive and collaborative work environment Comprehensive benefits package We recognise the risk of leaving your current role with active clients. For exceptional candidates, we can offer an additional monthly bonus to cover potential lost earnings from your existing pipeline. About Us: First Mortgage are one of the UK's longest established mortgage brokers and have been providing free impartial mortgage advice for over 25 years. Originally established in Scotland, we have since expanded our free mortgage advice services to cover the whole of the UK, securing our clients many billions of mortgages in the process. Unlike many others, we continued to grow through the economic downturn, our growth credited to the fact that our success rate in securing mortgages for clients is second to none. The Role: As a Protection Adviser at First Mortgage, you'll deliver tailored, customer-focused protection advice using warm leads booked directly into your diary. With full admin and post-application support, you can focus on building long-term client relationships, identifying needs and shortfalls, and providing quality advice without hard sales or unnecessary admin. Main Responsibilities: Provide Protection advice to address client's needs & shortfalls Guide clients through the full protection journey Manage warm leads generated by our strong brand Build long-term client relationships Work with our admin and post-app teams for a smooth customer journey Knowledge, Skills & Experience: Experience in providing protection advice (mortgage/homebuying journey experience helpful but not essential) A customer-focused, professional approach Strong communication and relationship-building skills If you feel you have the necessary skills and experience to be successful in this role, click on APPLY today, forwarding an up-to-date copy of your CV for consideration in the first instance. No agencies please TPBN1_UKTJ