The Personal Finance Society is looking for two Member Directors
to serve on its Board.
The Society would ideally like to encourage
members who work at medium or large advice firms to apply to ensure
that there is knowledge of this sector on the Board.
The Personal Finance Society Board currently
comprises of seven Member Nominated Directors, four Institute
Directors and a Lay Director. As the vacancies will arise
following the AGM in September, the PFS Nominations Committee is
seeking applications from potential candidates who are able to
contribute towards the Society's objectives. The PFS is committed
to helping its members raise the bar by meeting the regulatory
challenges and beyond.
Our mission is:
"To lead the financial advice community towards higher levels of
professionalismthrough a wide programme of activities, including
advocacy, guidance, publications and related tools, and training
and educational events"
The PFS supports diversification and whilst applications from
members of all backgrounds will be welcomed, we would particularly
like to encourage applications from members who work at medium or
large advice firms or are working in the compliance support service
sector and from the following under- represented groups:
- ethnic minorities;
- members with a disability under the Equality Act;
- minority faiths or beliefs
- minority sexual orientations
Your duties as a director would be:
- To contribute to the strategic direction of the Society.
Implementation of the strategy is the role of the full time
- To monitor the progress of the Society against plan and in so
doing hold the management to account.
- To attend approximately six board meetings per year.
- To attend at least a full day's strategic planning session each
There are also member facing duties which include:
- Attendance at the annual conference and the AGM
- Support of the President by representing him/her at regional
meetings and other events.
In total you should be dedicated to attending six board meetings
a year and attending the annual conference, officers' conference,
graduation ceremony, AGM and one regional meeting each year
How to apply
If you are a member of PFS who has attained Dip PFS or has
equivalent qualifications and are interested in putting yourself
forward, please provide your postal address and pin number to
Caroline Lace at firstname.lastname@example.org who will send an
The closing date for applications is 1 May 2017 and interviews
will take place on 27 June 2017.
We look forward to hearing from interested members.