Regional IFA Director, South Region Growth Leader

Chase and Holland

Oxford

On-site

GBP 120,000 - 190,000

Full time

14 days+

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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

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.

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