Regional Ifa Director

Chase & Holland; Oxford; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Senior leadership role

Influence regional growth

Professional environment

Career development opportunities

Job summary

Chase & Holland in Oxford seeks a Regional IFA Director for the South Region to lead Financial Planners, drive growth and profitability, and maintain high client service standards.

You will recruit and coach advisers, shape regional strategy, and collaborate with senior leaders to enhance performance while maintaining strong relationships with clients and partners.

Qualifications

• Extensive experience in regulated financial services or wealth management.
• Proven ability to develop and grow high net worth client relationships.
• Strong knowledge of financial planning advice for private clients.

Responsibilities

• 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 performance.
• Oversee regional resource planning, engagement and performance.
• Maintain a modest portfolio of key client relationships to stay close to the client experience.

Skills

Financial planning

Team leadership

Business development

Client relationships

Regulatory compliance

Job description

Regional IFA Director – South Region - Competitive SalaryAn 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