Director - Chartered Financial planner
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Chartered Financial Planner - Director / Managing Director
£100,000 to £150,000 + benefits (negotiable for MD level)
Location: North-West / West Midlands (with some travel to the South-East initially)
Exclusive Opportunity | High-Growth Environment | Strategic Leadership Role
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), b...
- Location:
- North West England
- Salary:
- £100,000 - £150,000 per annum, Negotiable
- Category:
- Accounting & Finance