Notice of upcoming maintenance:Join the Personal Finance Society Board as a Member Director!
The Personal Finance Society (PFS) is looking for a Member Director to join its Board, offering an excellent opportunity to shape the Society’s strategy and make a visible impact on the future of the profession.
The Nominations Committee is now inviting applications from members who can bring insight, experience and diverse perspectives to support the Society’s vision and mission:
Vision
That PFS Members are universally regarded as the pinnacle of the
financial planning profession, setting the benchmark for excellence and inspiring public trust.
Mission
To support our Members and the wider profession in realising the financial ambitions of individuals around the world by:
- Being an influential voice for our Members and every stakeholder.
- Championing the value of the financial planning profession across society.
- Setting and promoting professional and ethical standards.
- Educating and supporting our Members throughout their careers; and
- Providing practical tools and resources to help Members build resilient and successful practices.
We are committed to building a Board that reflects the breadth of our profession. We therefore strongly encourage applications from members of all backgrounds, experiences, and career stages, and particularly welcome applicants from paraplanning, policy development, compliance, or adviser support services, alongside all other areas of the profession.
The Role
As a Board Director, you will:
- Contribute to the development of strategy, ensuring it reflects the needs and interests of Members.
- Uphold the highest standards of governance, ethics, and regulatory compliance.
- Provide insight into emerging trends, opportunities, and challenges facing the profession.
- Act as an ambassador for the Society and its values and support the Society’s mission to maintain public trust and advance professional excellence.
You will also undertake member-facing responsibilities, including:
- Attending the Annual Officers’ Conference, AGM and Annual Personal Finance Awards.
- Supporting the President by representing them at regional meetings and other Member focused events.
In total, you should expect to attend a minimum of four to six Board meetings each year, plus a strategy day, the Annual Officers’ Conference, the Personal Finance Awards, the AGM, and at least one regional meeting.
In line with the PFS Articles of Association (3.5), this is an unpaid role. Reasonable expenses, including travel and subsistence, will be reimbursed.
The successful candidate will take up the position once their appointment is ratified by the PFS Board. The term of office continues to the conclusion of the PFS AGM 2026 and is then subject to annual rotation, up to a maximum term of six years.
How to apply:
If you are interested and able to commit the required time, please download the Member Director pack.
To apply, please email your CV and a covering letter to governanceroles@cii.co.uk:
- Your PFS Membership number (PIN)
- A statement outlining your motivation for applying (approx. 300 words)
- A statement summarising your skills and experience relevant to this role (approx. 300 words)
- Disclosure of any interests that may present a potential conflict, including other directorships
If you require any reasonable adjustments during the application or interview process, please let us know so that appropriate arrangements can be made.
Closing date: 12 noon (GMT), Thursday 14 January 2026.
Equality and Diversity
We invite all applicants to complete our anonymous equality monitoring survey. Completion is voluntary, will not affect your application, and helps us improve our processes and strengthen diversity and representation on the Board.
All applicant information is handled confidentially and in accordance with the Data Protection Act 2018 and GDPR.
We warmly welcome applications from people of all backgrounds and do not discriminate on the grounds of religion or belief, gender, age, gender identity, disability, sexual orientation, ethnic origin, political belief, relationship status or caring responsibilities.
Key dates
- Applications close: 12 noon (GMT), 14 January 2026
- Interviews: Expected Tuesday 3 February 2026 (via Microsoft Teams)
Further information
If you have questions or would like to discuss the role before applying, please email CorporateGovernance@thepfs.org.
