CEO

CV Elite Ltd; England; On-site; GBP 120,000 - 180,000; Full time

Job summary

A leading financial planning firm in Luton is seeking a Chief Executive Officer (CEO) to guide its strategic and operational direction. The ideal candidate will have extensive experience in senior leadership and business development within the financial services sector, particularly in financial planning or wealth management. This role involves driving profitable growth, ensuring compliance, and maintaining high-quality relationships with clients. A visionary leader is required to inspire the management team and foster a high-performance culture.

Qualifications

• Proven experience in senior leadership within financial services.
• Strong background in business development and client service excellence.
• Experience in financial planning or wealth management is preferred.

Responsibilities

• Make strategic and operational decisions for the firm's success.
• Drive sustainable and profitable growth while maintaining client relationships.
• Inspire and lead the management team towards high performance.

Skills

Strategic decision-making

Senior leadership

Business development

Client relationship management

Compliance

Operational excellence

Job description

Chief Executive Officer (CEO), The Company:

Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, based in Luton, LU1. Repeatedly voted as a top 100 Financial Planning firm they provide bespoke financial planning, estate planning and investment planning to HNW clients and they have been helping clients achieve financial freedom since 1999.

The Role:

The CEO is responsible for making strategic, financial, and operational decisions to ensure the long-term success of Wealth Matters. You will commercially astute, responsible for driving sustainable and profitable growth and ensuring that the financial planning proposition continues to attract and maintain long-term, high-quality relationships with HNW clients. The CEO will be a visionary and motivational leader and, working alongside the COO, will inspire the management team, ensuring a high-performance culture, which balances long-term strategic objectives with day-to-day delivery, ensuring compliance and operational excellence.

The Person:

The successful CEO will have senior leadership and business development experience gained in financial services, ideally in financial planning/wealth management. They will have been accountable for developing strategy and ensuring the delivery of excellence in client service, profitable business growth, culture and compliance. They are likely to have work...