Regional Director - Ortus PSR : Job Details

Regional Director – Financial Planning | Drive Innovation

• Join a forward-thinking, values-led IFA firm at the forefront of providing Financial Planning within the NHS sector. They are  transforming the way wealth planning services are delivered to NHS professionals and organisations. With a proud track record of innovation, ethical advice, and client-first values, They are now entering an exciting phase of growth and cultural transformation.
• You’ll play a central role in developing financial planning for NHS clients, working with a collaborative, high-performance culture that encourages open dialogue, curiosity, and continuous improvement.

Salary range up to £120,000, + Bonus on performance 

The Opportunity

• As Regional Director, you will lead a dynamic team of Financial Planners and Mortgage professionals as they expand and adapt to a fast-evolving NHS advisory landscape. You’ll champion client experience, foster strategic partnerships with NHS bodies, and spearhead internal cultural evolution to ensure we deliver bespoke, values-driven wealth advice that aligns with needs of professional within the NHS
• This is more than a leadership role — it’s a chance to be part of meaningful change.

Key Responsibilities

• Leadership & People Development
• Coach and develop Financial Planners and the Head of Mortgages to achieve personal and team growth.
• Lead performance management, development reviews, and succession planning.
• Deliver business plans in alignment with NHS-specific financial needs and challenges.
• Collaborate on NHS-focused projects that enhance efficiency and client outcomes.
• Represent Commercial in organisation-wide change initiatives, driving integration and innovation.
• Lead relationship and performance management with key NHS introducers and decision-makers.
• Embed a referral strategy to connect NHS clients with full-spectrum financial services.
• Deliver against strategic KPIs and financial targets, ensuring profitability with purpose.
• Develop and implement a tailored trainee scheme for future financial planners in the NHS space.

Requirements

• Track record of leading successful, compliant, and client-centric financial planning teams.
• Strong knowledge of NHS Pensions  
• Commercial acumen and excellent influencing skills.
• Collaborative, coaching-oriented leadership style.
• Transparent, inclusive communication approach.
• High emotional intelligence and cultural awareness.