At a Glance
- Tasks: Lead and develop a new succession planning business with an established client bank.
- Company: Join First Equitable, a dynamic financial advisory firm with a strong reputation.
- Benefits: Enjoy competitive fee-sharing, partnership opportunities, and access to a solid client base.
- Other info: Flexible remuneration tailored to your experience and potential.
- Why this job: Shape the future of succession planning while making a real impact in clients' lives.
- Qualifications: Must have full STEP qualification and at least 5 years' relevant experience.
Looking for a career opportunity with unlimited earning potential? This is your chance to build and lead a succession planning business, backed by an established client bank, strong demand and the opportunity to begin a long-lasting Private Client partnership.
This is a unique, partnership-style opportunity to build and develop a new team, so remuneration is flexible and will be shaped around the right person, their experience and the value they bring.
About First Equitable
First Equitable is an independent financial advisory firm providing financial planning and wealth management advice to individuals, families and business owners across the UK and internationally. We have an established client bank with growing demand for inheritance tax, estate planning and intergenerational wealth services. We are now developing a dedicated succession planning proposition covering wills, trusts, estate planning, probate support and estate administration. We are looking for an experienced private client professional to lead and grow this area of the business.
The Opportunity
This is an opportunity to build and lead a new succession planning proposition within an established financial planning firm. You will benefit from access to the First Equitable brand, office infrastructure, an existing client bank and a regular source of potential estate planning and probate work. Working closely with our Managing Partner and wider financial planning team, you will help shape the development of First Equitable Succession, including its services, processes, pricing, client proposition and future team structure. For the right individual who successfully develops and grows the proposition, there will also be scope to discuss a longer-term partnership opportunity within the succession planning proposition.
Key Responsibilities
- Lead and develop the First Equitable Succession proposition.
- Advise and support clients across wills, LPAs, trusts, estate planning, probate and estate administration using dedicated software such as Arken (Wills) and Exizent (Estate administration).
- Deal with inheritance tax planning, lifetime gifting and post-death planning.
- Support executors, trustees and beneficiaries through the estate administration process.
- Prepare estate information, inheritance tax documentation and estate accounts.
- Manage complex and high-net-worth estate cases.
- Liaise with HMRC, financial institutions and other professional advisers.
- Coordinate with authorised external professionals where reserved legal activities arise.
- Identify succession planning opportunities within the existing client bank.
- Build relationships with solicitors, accountants and other professional introducers.
- Generate new business and support networking, professional and client events.
- Provide technical guidance and mentoring across the wider financial planning team.
About You
We are looking for an experienced private client professional who combines strong technical knowledge with commercial ambition and an entrepreneurial mindset.
- Full STEP qualification and/or current TEP status.
- Ideally at least 5 years' relevant experience across estate planning, wills, trusts, probate or estate administration.
- Strong technical knowledge of inheritance tax, trusts and succession planning.
- Significant practical experience managing a variety of private client and estate cases.
- Experience dealing directly with executors, trustees, beneficiaries and families.
- Ability to manage complex cases independently.
- Previous leadership, management or senior technical responsibility.
- Strong client-facing and relationship-building skills.
- Commercially minded and entrepreneurial.
- Ability and willingness to generate new business.
- Experience developing professional referral relationships.
- Confidence working collaboratively with financial planners and other professional advisers.
What We Offer
- The opportunity to lead and build a new business area from an early stage.
- Access to an established financial planning client bank.
- Existing inheritance tax and estate planning opportunities.
- Opportunity to build and lead a future succession planning team.
- A commercially attractive self-employed fee-sharing arrangement.
- Potential longer-term partnership opportunity for the right individual based on the growth and success of the business.
How to apply
If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents. You must be authorised to work in the UK. No agencies, please.
Head of Succession Planning in Liverpool employer: First Equitable
First Equitable is an exceptional employer, offering a unique opportunity for the Head of Succession Planning to lead and develop a new business area within a well-established financial advisory firm. With access to an existing client bank, a supportive work culture, and flexible remuneration options, employees can thrive in a collaborative environment that encourages professional growth and entrepreneurial spirit. The potential for a long-term partnership further enhances the appeal of this role, making it an ideal choice for ambitious private client professionals in the Liverpool/Chester area.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Succession Planning in Liverpool
✨Get Involved in Local Property Events
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We think you need these skills to ace Head of Succession Planning in Liverpool
Some tips for your application 🫡
Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!
Quantify Your Achievements:In real estate, numbers speak volumes! When detailing your past roles, use concrete figures to demonstrate your achievements. For example, mention how many properties you sold, the percentage increase in client satisfaction, or any successful negotiations. These metrics can give your application that extra punch it needs!
Tailor Your Documents for the Job:Every application should feel personal. When applying for the Head of Succession Planning role at First Equitable, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!
Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!
How to prepare for a job interview at First Equitable
✨Know Your Market Trends
In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where First Equitable operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.
✨Prepare for Scenario Questions
Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.
✨Showcase Your Connections
In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to First Equitable. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.
✨Demonstrate Technical Savvy
Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at First Equitable.
