At a Glance
- Tasks: Lead and grow a team focused on wills, trusts, and estate planning.
- Company: Established financial planning firm with a strong client base.
- Benefits: Self-employed fee-sharing arrangement and potential partnership opportunities.
- Other info: Hybrid working model with a steady stream of opportunities.
- Why this job: Shape the future of succession planning and make a real difference for clients.
- Qualifications: Experience in private client services and leadership skills.
First Equitable is seeking an experienced private client professional to lead and grow a new succession planning proposition within an established financial planning firm.
You will build and lead a team focused on wills, trusts, estate planning, probate support and estate administration, with access to an existing client bank and a steady stream of opportunities. The role offers a self-employed fee-sharing arrangement and potential longer-term partnership for the right person.
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Head of Private Client Succession – Wills, Trusts & Probate (Hybrid) in West Kirby 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.
