First Equitable is seeking an experienced private client professional to lead and grow a new succession planning proposition within an established financial planning firm.
Location Liverpool/Chester with Hybrid working. This self-employed/partnership opportunity offers access to an existing client bank and a competitive, fee-sharing arrangement, with potential for a longer-term partnership based on growth and success.
#J-18808-Ljbffr
Lead Succession Planning & Estate Strategy (Self-Employed) 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.
