Chief Commercial Officer

Lead the Future of Wealth Management as the Chief Commercial Officer! It’s your opportunity to drive the commercial direction of one of the UK’s most respected IFA businesses – at a time of real momentum and ambition. This isn’t just another CCO role, this is transformative, with your seat on the Executive Board.

You will be joining this thriving, well-established financial planning firm as it is entering its next phase of transformational growth. Rooted in strong values and a reputation for exceptional client outcomes, the business has built a platform ready to scale, organically and through strategic acquisition.

Now, they’re looking for a commercially minded, strategically bold Chief Commercial Officer (CCO) to join the Executive Board and take this already-successful wealth management company to new heights.

What makes this opportunity different?

You won’t just be setting commercial direction, you’ll be leading from the front, inspiring a high-performing Adviser workforce, identifying growth opportunities, and executing an ambitious acquisition strategy.

This role has genuine breadth: from business development to M&A, from Adviser leadership, to subsidiary oversight. All with one goal in mind – building a future-focused, client-first financial planning business that stands apart in the market.

What you’ll be doing:

• Defining and delivering a forward-thinking commercial strategy, aligned with Board vision and client-first values
• Leading and inspiring the Adviser community, embedding a performance-driven, client-centric culture
• Driving business development and client acquisition, while strengthening existing relationships
• Overseeing commercial M&A activity – from deal origination to successful integration
• Identifying strategic partnerships and market opportunities to elevate brand and reach
• Providing executive oversight to subsidiary businesses, ensuring strategic alignment and profitability
• Championing innovation, service excellence, and continuous improvement
• Tracking success through data, KPIs, and clear commercial outcomes

What you’ll bring: 

• Proven senior leadership in Financial Planning, Wealth Management, or Financial Services
• A track record of delivering commercial growth through teams, strategy, and innovation
• Deep understanding of FCA compliance and regulatory frameworks
• Hands-on experience in M&A within the IFA space
• Exposure to Private Equity-backed environments
• A visionary mindset – entrepreneurial, data-driven, and relentlessly client-focused
• Ability to inspire, influence, and energise teams around a clear strategic mission

 What’s in it for you? 

• A seat at the Executive Board of a business entering an exciting new chapter
• The platform, backing, and autonomy to deliver meaningful commercial change
• The chance to build something enduring, client-focused, and truly market-leading
• A compelling executive package, reflecting the significance and impact of this role

Ready to lead growth at scale, with values that matter?

If you’re a commercial leader who thrives on building, leading, and transforming – this could be the defining move in your career.

Interested? Let’s have a confidential conversation.