CEO — Wealth Planning & Growth Leader

CV Elite Limited; Caddington; Hybrid; GBP 120,000 - 200,000; Full time

Job summary

A leading financial planning firm is looking for a Chief Executive Officer (CEO) to drive strategic growth and operational excellence. The CEO will lead a high-performing team, ensuring strong financial health and top-notch client service. Ideal candidates will have extensive experience in financial services, particularly in leadership roles related to wealth management. This position offers a competitive salary, hybrid working conditions, and comprehensive benefits including bonuses, pension, and medical insurance.

Benefits

Highly competitive salary

Long-term bonus/incentive scheme

28-30 days' holiday plus bank holidays

10% pension

Hybrid working (3 days in the office)

Relocation allowance (if applicable)

Private medical insurance

Income protection benefit

Qualifications

• Proven success in a Director/CEO role within financial services.
• In-depth knowledge of FCA regulations and IFA sector.
• Strong track record in developing business strategy.

Responsibilities

• Lead and execute long-term business strategy.
• Drive profitable growth while maintaining service excellence.
• Ensure a high-performance culture within the management team.
• Develop the firm’s client base and revenue streams.
• Represent the business at networking events and seminars.

Skills

Senior leadership experience

Business development

Financial acumen

Motivational leadership

Excellent communication skills

Education

Level 4 Diploma in Financial Planning

Certified/Chartered Status

Job description

A leading financial planning firm is looking for a Chief Executive Officer (CEO) to drive strategic growth and operational excellence. The CEO will lead a high-performing team, ensuring strong financial health and top-notch client service. Ideal candidates will have extensive experience in financial services, particularly in leadership roles related to wealth management. This position offers a competitive salary, hybrid working conditions, and comprehensive benefits including bonuses, pension, and medical insurance.