An ambitious and well-capitalised professional services group is undertaking a major transformation of its financial planning capability, creating an opportunity for an experienced Chartered Financial Planner to lead and shape a new in-house proposition.

The group includes a specialist fiduciary business managing significant client assets and consistently generating high-quality referrals. With strong internal demand for integrated financial advice, the organisation is now focused on reducing reliance on external discretionary fund managers and building a premium, centralised service in-house.

The Opportunity

This is a pivotal leadership role, offering autonomy, long-term growth potential, and the chance to drive lasting change.

You will:

• Join as a Director, or step into a Managing Director position depending on experience.
• Lead the development of a high-calibre internal financial planning proposition.
• Support the integration of a recently acquired financial planning team (2–3 days per week in the South-East for the first 4–6 months), before transitioning to a North-West / West Midlands base long term.
• Collaborate closely with senior leaders across legal and accountancy divisions to deliver a cohesive, family-office style client experience.
• Play a key role in scaling the team from 6 to 40+ Chartered professionals over the next five years.

About You

• Proven leadership experience, ideally at Director or MD level.
• Background in professional introducer environments (e.g., legal or accountancy or internal relationships with Private Bankers or Investment Managers).
• Strategic mindset with hands-on delivery capability.
• Comfortable working with high-net-worth clients (£1m+ investable assets) in a relationship-led advisory model. Candidates should have worked with UHNW clients on a daily basis in previous role (Essential)

Why Apply?

• Genuine leadership opportunity with board-level engagement.
• High-growth, well-funded environment with strong internal referrals.
• Scope to shape and grow a market-leading proposition.
• Competitive salary, flexibility, and long-term career progression.

Location: North-West / West Midlands (with some travel to the South-East initially)

Salary: £100,000 to £150,000 + benefits (negotiable for MD level)