Chief Executive Officer – Wealth Planning / Wealth Management, Bedford area, £165k OTE £200k

Financial Divisions; England; On-site; GBP 165,000 - 200,000; Full time

Job summary

A reputable wealth planning firm in the Bedford area seeks a Chief Executive Officer to lead with autonomy and drive strategic growth. This opportunity allows you to make a significant impact without personal client obligations, focusing on operational efficiency and commercial success. The current leader will transition to a part-time role, providing guidance while enabling you to steer the company's future effectively. The salary for this role is competitive, with OTE reaching £200k.

Responsibilities

• Setting and delivering the strategic direction
• Driving growth and commercial outcomes
• Improving operational efficiency and scalability

Job description

Overview

Chief Executive Officer – Wealth Planning / Wealth Management

Location: Bedford area

Salary : £165k OTE £200k

Step into a CEO role where you can genuinely make your mark. This isn’t a firm in crisis, nor a business crying out for a turnaround. This is a profitable, well-regarded wealth planning business in the Bedford area, with solid foundations, a capable team, and clear ambitions for growth. If you’re looking for leadership with real autonomy, long-term impact, and the chance to shape the future of a thriving company, this is the opportunity you’ve been waiting for.

The business is preparing for a long-term succession transition, with an Employee Ownership Trust model on the horizon. The right CEO won’t just run the firm — they’ll share in the value created over time.

What makes this different?

You’ll step into a role where you can truly lead. No personal client bank. No split focus. You will have the freedom — and expectation — to drive commercial performance, strengthen processes, and guide a capable senior team who already know what they’re doing. The current leader will transition into a part-time Chair role, offering support without hovering.

Your focus

• Setting and delivering the strategic direction
• Driving growth and commercial outcomes
• Improving operational efficiency and scalability