Regional Director

Chase and Holland; Oxford; On-site; GBP 90,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Senior leadership role

Growth opportunities

Professional environment

Career development

Job summary

Chase and Holland is seeking an experienced Regional Director for the South Region to own growth, profitability and client outcomes within a fast-growing wealth management business. You will lead a team of Financial Planners and shape regional strategy while developing a high-performing environment.

You will build strong relationships with high net worth clients, work closely with senior leadership and drive the next stage of the business’s expansion and performance across the region.

Qualifications

• Extensive experience in regulated financial services.
• Proven ability to lead, coach and develop advisers.
• Experience building high net worth client relationships and driving growth.

Responsibilities

• Lead and develop a team of Financial Planners to create a high‑performance culture.
• Drive regional growth, client growth and regional profitability.
• Recruit, retain and coach advisers to deliver consistently strong outcomes.
• Set standards and ensure superior client service and outcomes.
• Build relationships with clients, colleagues and external partners.
• Collaborate with senior leadership to influence strategy and performance.
• Oversee regional resource planning, engagement and performance.

Skills

Regulated financial services

Leadership and coaching

High net worth client relationships

Financial planning expertise

Strategic growth leadership

Job description

Regional Director – South Region - £90,000 - £100,000 + Benefits

An exciting opportunity has arisen for an experienced financial planning leader to take ownership of a key region within a rapidly growing wealth management and financial planning business. Having tripled in size in recent years and increased assets under management by more than 40% over the past year, the business is entering an exciting phase of continued growth and development.

This is more than a traditional management role. You will have genuine responsibility for driving regional growth, delivering commercial performance, strengthening client relationships and developing a high-performing team of Financial Planners.

You will play a pivotal role in shaping the region’s strategy, identifying new business opportunities, growing profitable revenue and creating an environment where talented advisers can thrive. By combining strong commercial acumen with effective leadership, you will set the standard for excellence, inspire those around you and help deliver the next stage of the business’s growth.

We are looking for a commercially astute and ambitious leader who can demonstrate what great financial planning looks like, build strong relationships and bring people with them to achieve shared success.

Package & Benefits

• Competitive salary and benefits package
• Senior leadership position within a growing business
• Genuine opportunity to influence regional growth
• Supportive, professional environment
• Strong personal and career development opportunities

As Regional Director, you will:

• Lead and develop a team of Financial Planners, creating a high-performance culture
• Drive business development, client growth and regional profitability
• Recruit, retain, coach and develop high-quality advisers
• Set clear standards and ensure consistently strong client outcomes
• Build effective relationships with clients, colleagues and external partners
• Work closely with senior leadership to influence strategy and improve performance
• Take ownership of regional resource planning, engagement and performance

The role also offers the opportunity to maintain a modest portfolio of key client relationships, allowing you to remain close to the client experience and lead by example.

Required Skills & Experience:

• Extensive experience within a regulated or financial services environment
• Proven ability to develop and grow high net worth client relationships, directly or through leading a team
• Strong current knowledge of financial planning advice for private clients
• Strong regulatory track record and commercial awareness
• Good understanding of business operations, accounts and P&L
• Experience supervising, coaching and motivating financial advisers
• A practising financial adviser with an established high net worth client bank would be desirable