Regional IFA Director

Chase And Holland; Oxford; On-site; GBP 120,000 - 190,000; Full time

Benefits offered by this job

Competitive salary

Senior leadership position

Career development opportunities

Influence regional growth

Job summary

Chase and Holland seeks a Regional IFA Director to lead the South Region, driving regional growth and profitability while building a high-performing team of Financial Planners.

You will shape strategy, identify opportunities, nurture key client relationships and recruit, coach advisers to deliver excellent client outcomes. A commercially astute leader with a strong regulatory track record is essential.

Qualifications

• Extensive experience within a regulated or financial services environment.
• Proven ability to develop and grow relationships with high net worth clients, directly or through leading a team.
• Strong knowledge of financial planning for private clients.

Responsibilities

• Lead and develop a team of Financial Planners to create 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.

Skills

Leadership

Commercial acumen

Client relationships

Regulated environment

Financial planning

Team development

Job description

Regional IFA Director - South Region - Competitive Salary

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