Regional Director - #1698727

Regional Director – Wealth Management

Location: Glasgow, UK

Package : £100k - £120k + % equity options

Type: Full-time, Permanent

Industry: Financial Services / Wealth Management

About the Company

Join a fast-scaling, ambitious wealth management group with offices in Glasgow with a current Scottish AUM of £350–400 million and strong growth plans. Already consisting of three distinct entities, the group is set to expand further with new companies launching later this year. This is an opportunity to be part of a high-performing, entrepreneurial environment with a strong leadership team and a long-term vision.

The Opportunity

We are seeking a Regional Director to lead operations, growth, and advisor engagement across the region. The successful candidate will be a strategic leader with a proven track record in financial advisory, ready to play a critical role in shaping the direction of this multi-brand wealth platform.

You will lead business performance, deliver commercial outcomes, and ensure a consistently high-quality client experience. This role will also have direct influence on future equity growth through a share option allocation.

Key Responsibilities

• Oversee the performance and strategic growth of multiple businesses within the group.

• Build and manage relationships with Financial Advisers across the region.

• Drive AUM growth through acquisition, retention, and support of IFA talent.

• Set and deliver regional business targets, ensuring compliance and operational excellence.

• Represent the firm at external events, industry panels, and internal leadership meetings.

• Contribute to the development and implementation of commercial strategies.

• Provide ongoing mentorship and leadership to internal teams and advisers.

Candidate Requirements

• Must be a qualified and practising Independent Financial Adviser (IFA).

• Minimum 10 years of experience in wealth management, with strong regional or multi-site leadership experience.

• Deep understanding of the UK wealth advisory market.

• Proven track record of growing AUM and managing adviser relationships.

• Ability to balance commercial, regulatory, and people leadership priorities.

• Entrepreneurial mindset with a hands-on leadership style.

What You’ll Get

• £100-£120k package

• Equity options in a growing wealth management group

• Influence and autonomy in shaping a high-growth regional operation

• Supportive, forward-thinking leadership and access to group-level strategy

• Future progression into national or board-level positions as growth continues

Ready to Lead?

If you’re an experienced IFA ready to take on a strategic and commercial leadership challenge in a growing firm with real equity potential, we’d love to hear from you.