Regional Director
About the job
- The candidate must have training or credentials designated as COA, CIF, and Carte T.
- Lead, coach, support, and provide commercial training to independent financial advisers (CGPIs).
- Recruit new independent financial advisers (CGPIs).
- Analyze each adviser’s client portfolio and help develop an effective business plan.
- Grow advisers’ business, including collections, assets under management, and uptake of services such as wealth engineering, middle-office support, Big Expert, and O2S tools.
- Diagnose mandatory procedures and assess advisers’ compliance risks.
- Train advisers on topics necessary to practice their profession and direct them toward suitable training programs.
- Support advisers in monitoring their operations and managing relationships with producer partners.
- Analyze partnership offers and associated services and make proposals.
- Organize regional meetings between independent financial advisers and producer partners.
About the company
UFF helps individuals and business owners manage their wealth in France. It provides financial advice and a range of products across real estate, life insurance, financial investments, and provident planning, along with corporate solutions such as retirement plans, employee savings plans, liquidity management, and social liabilities management. The firm uses an open-architecture approach, offering selected products from multiple providers and acting as a trusted advisor through key life moments. It sets itself apart by being the creator of the wealth management advisory profession in France and by offering comprehensive, nationwide coverage with about 170,000 clients as of December 31, 2025. Its goal is to help clients optimize their personal and professional patrimony and to support them through different moments in life with tailored solutions.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
France
Founded
1968
Get referred to UFF
See people who can refer or advise you
Simplify's Take
What believers are saying
- RBI recognition on September 10, 2026 gives UFF formal standards-setting authority.
- Global Fintech Fest 2026 amplified UFF's credibility with regulators and fintech executives.
- Over 120 members give UFF immediate scale for compliance services and dispute resolution.
What critics are saying
- FACE secured first SRO status in August 2024, limiting UFF's policy-first advantage.
- RBI oversight can revoke weak self-regulation if UFF misses standards or enforcement.
- UFF's heterogeneous membership creates internal conflicts over fees, compliance, and disciplinary actions.
What makes UFF unique
- RBI recognized UFF on September 10, 2026 as fintech SRO-FT.
- UFF, formerly DLAI, rebranded in April 2025 to broaden beyond lending.
- UFF counts 118-120 members across NBFCs, LSPs, account aggregators, and payment gateways.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Meal Benefits
Remote Work Options