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), 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
- Chartered Financial Planner (achieved via a single qualification route).
- Proven leadership experience, ideally at Director or MD level.
- Background in professional introducer environments (e.g., legal or accountancy).
- Strategic mindset with hands-on delivery capability.
- Comfortable working with high-net-worth clients (£1m+ investable assets) in a relationship-led advisory model.
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.
Sector:
- Financial Services
- Financial Planning
