Group Wealth Director (Tier 3)
Pinnacle Consulting- Posted 2 days ago
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Job Description
We are looking for an experienced and growth-driven Group Wealth Director (Tier 3) to lead the next phase of expansion at Pinnacle Consult.
This is a leadership role for someone who is not only a strong adviser, but also a proven team builder with the ability to recruit, develop and scale a high-performing wealth management organisation.
The Opportunity
As Group Wealth Director, you will play a key role in building a substantial and sustainable advisory business, with the platform, resources and leadership support to grow your team towards 100 advisers and beyond.
You will have access to a differentiated growth proposition centred around best-in-class estate planning, wealth structuring and high-net-worth advisory, allowing you and your team to deepen client relationships, move upmarket and create stronger long-term value.
Key Responsibilities
- Build, lead and scale a high-performing team of financial advisers and managers.
- Develop a clear growth strategy to expand the organisation towards 100 advisers and beyond.
- Recruit experienced advisers, managers and leaders who can contribute immediately to the organisation.
- Build a strong pipeline of new and organic talent through structured recruitment, career conversion and adviser development.
- Mentor and develop future managers and leaders to create multiple layers of leadership within the organization.
- Drive productivity, quality business and sustainable adviser performance across the team.
- Leverage Pinnacle Consult's estate planning and wealth advisory capabilities to help advisers acquire, retain and deepen relationships with affluent and high-net-worth clients.
- Build a strong culture of professionalism, collaboration, performance and long-term career development.
- Work closely with senior management on recruitment strategy, business development initiatives and organisational expansion.
What We Provide
- A platform built for scale – designed to support leaders who want to build sizeable advisory organisations.
- Strong recruitment support for both experienced hires and organic talent acquisition.
- Leadership and management development to help build your next generation of managers.
- Best-in-class estate planning and wealth advisory capabilities to differentiate your proposition in an increasingly competitive market.
- Access to solutions and expertise that help advisers move beyond transactional financial planning into deeper wealth, legacy and succession conversations.
- Marketing, recruitment and business development support to accelerate team growth.
- A collaborative environment where ambitious leaders can build a long-term business and organisational legacy.
Who We Are Looking For
You are likely to be an existing senior manager, director or experienced agency leader who:
- Has a strong track record in financial advisory, wealth management or insurance.
- Has demonstrated success in recruiting, leading and developing advisers.
- Understands how to build both experienced and organic recruitment pipelines.
- Has the ambition and capability to build a significantly larger organisation.
- Possesses strong leadership, coaching and people-development skills.
- Is commercially minded and understands how to translate advisory capabilities into sustainable growth.
- Has a genuine interest in estate planning, wealth structuring and the high-net-worth market.
- Wants to build an organisation with meaningful scale, strong culture and long-term enterprise value.
Build Beyond Yourself
At Pinnacle Consult, we believe the strongest leaders do more than produce — they build people, leaders and organisations.
If your ambition is to create a scalable wealth management business, develop the next generation of leaders and build a team of 100 advisers and beyond, this is an opportunity to do it with the right platform behind you.
More Info
Key Skills
Wealth Structuring
High-Net-Worth Advisory
