Chief Executive Officer

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

Long-Term Succession & Leadership Role

This is for a well-established, highly profitable financial planning firm in the Home Counties, managing £450m of assets under management for approximately 570 clients. With turnover of circa £5m and around 40% profitability, the firm is entering a planned and carefully structured succession phase.

The Founder is now seeking to appoint a Chief Executive Officer to assume day-to-day leadership of the business, with a fully supported handover period and a clear long-term vision for employee ownership and value creation.

The Succession Opportunity

The current owner intends to gradually step back over the next 12 months, ultimately working one day per week in a non-executive Chairman role. During the transition year, he will mentor and shadow the incoming CEO, ensuring full transfer of knowledge, relationships and strategic oversight.

Once the handover is complete, the CEO will have genuine autonomy to run the business, with the Chairman available for guidance — without interference.

Business Overview

• £450m AUM, projected to reach £500m within 12 months
• £5m annua...