Director of Financial Advice

Location: Wallingford, Oxfordshire

Contract: Full-time

Reports to: Managing Director

Salary: £60,000 - £85,000 Basic Salary DOE

Bonus: Uncapped Bonus Potential

Shape the Future of Wealth Management

This is not a conventional management role.

An ambitious and fast-growing boutique wealth management firm is seeking a visionary, commercially driven, and highly influential Director of Financial Advice to lead, inspire, and elevate its advisory division during an exciting phase of expansion.

The business is looking for a proven leader from a financial planning or wealth management background who thrives on driving adviser performance, building high-performing teams, developing revenue growth strategies, and creating a culture where elite advisers can flourish.

This is an exceptional opportunity for a charismatic leader with the energy, gravitas, and commercial instinct to transform potential into performance. You will play a defining role in the future growth of the business — shaping strategy, attracting top-tier advisers, maximising productivity, and building a market-leading advice proposition.

If you are passionate about leadership, sales excellence, adviser development, and commercial growth within wealth management, this role offers the platform to make a genuine industry impact.

The Opportunity

As Director of Financial Advice, you will sit at the heart of the leadership team, taking ownership of adviser recruitment, performance management, coaching, business development, and strategic growth initiatives.

You will lead from the front — creating momentum, accountability, ambition, and a winning culture across the adviser function.

This role is perfectly suited to an ambitious wealth management professional who combines strong sales leadership capability with the ability to mentor, motivate, and inspire advisers to achieve exceptional outcomes for both clients and the business.

Key Responsibilities

Adviser Recruitment & Talent Acquisition

• Identify, attract, and recruit high-performing Financial Advisers from across the wealth management market
• Build a powerful talent pipeline and establish the business as an employer of choice within the industry
• Design and deliver a best-in-class onboarding and integration experience that drives early success and long-term retention

Sales Leadership & Performance Management

• Drive adviser productivity, revenue growth, and business performance across the advisory division
• Set clear KPIs, performance expectations, and growth objectives
• Monitor adviser activity, pipeline management, conversion performance, and client outcomes
• Deliver high-impact coaching, mentoring, and accountability to maximise adviser potential
• Foster a high-performance culture built around ambition, professionalism, and results

Leadership & Adviser Development

• Inspire and energise advisers through visible, hands-on leadership
• Develop training initiatives, coaching frameworks, and personal development plans
• Encourage continuous professional development and a culture of excellence
• Create an environment where talented advisers feel empowered, supported, and motivated to succeed

Business Development & Strategic Growth

• Develop and execute ambitious growth strategies for the adviser division
• Support advisers in generating new business opportunities and expanding professional introducer relationships
• Identify strategic partnerships, commercial opportunities, and growth initiatives
• Work closely with senior leadership to drive long-term business expansion and market presence

Senior Leadership Contribution

• Play a central role in shaping the future vision and direction of the business
• Represent the firm at industry events, networking functions, and professional forums
• Make commercially sound decisions using insight, market knowledge, and performance data
• Take ownership of outcomes and continuously refine strategies to improve business performance

What We’re Looking For

• Proven success in a sales leadership, adviser management, or business development role within wealth management or financial planning
• Strong track record of improving adviser performance and driving commercial growth
• Experience recruiting, mentoring, and developing Financial Advisers
• Highly influential communicator with strong leadership presence and emotional intelligence
• Commercially astute, strategic, and results-driven
• High energy, resilient, ambitious, and performance-focused
• Strong understanding of financial services regulation and adviser compliance requirements

Qualifications & Experience

• Level 4 Diploma in Financial Planning preferred
• Extensive experience within wealth management, financial planning, or regulated financial services
• Demonstrable success leading high-performing sales or adviser teams

Why Join This Business?

This is an ambitious, forward-thinking boutique wealth management firm with a bold vision for growth and excellence.

The business is building something exceptional — a firm recognised not only for the outstanding service delivered to clients, but also for the elite culture created for its people.

This is an environment where talent is recognised, ambition is rewarded, and leadership genuinely shapes the future of the organisation.

You will join a collaborative, entrepreneurial, and high-performance culture where your influence will be visible from day one and where your success will directly contribute to the growth trajectory of the business.

What’s on Offer

• 28 days holiday plus bank holidays
• Uncapped performance-related bonus structure
• Hybrid working arrangements
• Flexibility and autonomy
• Life assurance
• Regular team socials and events
• A high-growth environment with genuine career influence
• The opportunity to play a pivotal role in building a market-leading wealth management business

To apply or discuss this opportunity in confidence, please contact Ryan at Financial Divisions.