CEO | Succession Leader for High-Performance Wealth Firm

Financial Divisions; England; On-site; GBP 100,000 - 150,000; Full time

Job summary

A leading financial planning firm in the Home Counties seeks a Chief Executive Officer to lead the company during a planned succession period. The successful candidate will work closely with the current owner, who will gradually step back from daily operations while mentoring the new CEO. This role offers genuine autonomy in business leadership while focusing on employee ownership and value creation. The firm manages £450m in assets and aims to reach £500m within a year.

Qualifications

• Experience in leadership roles within the financial services industry.
• Ability to guide the firm through a succession phase effectively.
• Strong strategic vision for business growth and employee ownership.

Responsibilities

• Lead day-to-day operations of the financial planning firm.
• Oversee the handover from the current CEO including mentorship.
• Develop strategies for business growth and succession.

Job description

A leading financial planning firm in the Home Counties seeks a Chief Executive Officer to lead the company during a planned succession period. The successful candidate will work closely with the current owner, who will gradually step back from daily operations while mentoring the new CEO. This role offers genuine autonomy in business leadership while focusing on employee ownership and value creation. The firm manages £450m in assets and aims to reach £500m within a year.