Lead regional growth and financial planning excellence as Regional Director in the South Region, guiding advisers and strengthening client relationships.

This permanent, full-time senior leadership role oversees a key region within a growing wealth management and financial planning business. You will shape regional strategy, deliver commercial performance, develop Financial Planners, and grow profitable revenue. The position combines leadership with responsibility for client outcomes, business development, and performance improvement.

Key Responsibilities:

- Lead and develop Financial Planners through high-performance culture
- Drive business development, client growth, and regional profitability
- Recruit, retain, coach, and develop quality advisers




- Set standards supporting consistently strong client outcomes
- Influence strategy with senior leadership and improve performance

Requirements:

- Extensive regulated or financial services workplace experience
- Financial planning advice knowledge for private clients
- Strong regulatory track record and commercial awareness
- Understanding of business operations, accounts, and P&L;
- Experience supervising, coaching, and motivating financial advisers

Use commercial acumen, leadership, and financial planning expertise to grow the South Region and develop high-performing adviser teams.

📌 Regional Financial Planning Director (Oxford)
🏢 Chaseandholland
📍 Oxford