At a Glance
- Tasks: Lead and develop a new succession planning business with exciting growth potential.
- Company: Independent financial advisory firm with a strong client base and innovative services.
- Benefits: Competitive fee-sharing, partnership opportunities, and access to an established client bank.
- Other info: Flexible working arrangements and excellent career advancement opportunities.
- Why this job: Shape the future of succession planning while making a real impact in clients' lives.
- Qualifications: 5+ years in estate planning, strong technical knowledge, and entrepreneurial spirit.
The predicted salary is between 54000 - 66000 £ per year.
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.
Location: Liverpool / Chester / Hybrid
Engagement: Self-employed / Partnership
Remuneration: Competitive fee-sharing arrangement, with partnership opportunity
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 Our Client: Our client is an independent financial advisory firm providing financial planning and wealth management advice to individuals, families and business owners across the UK and internationally. They have an established client bank with growing demand for inheritance tax, estate planning and intergenerational wealth services. They are now developing a dedicated succession planning proposition covering wills, trusts, estate planning, probate support and estate administration. They 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 an established brand, office infrastructure, an existing client bank and a regular source of potential estate planning and probate work. Working closely with the Managing Partner and wider financial planning team, you will help shape the development of the succession planning proposition, 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 succession planning proposition.
- Deal with inheritance tax planning, lifetime gifting and post-death planning.
- 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.
- Generate new business and support networking, professional and client events.
- Provide technical guidance and mentoring across the wider financial planning team.
About You: Our client is looking for an experienced private client professional who combines strong technical knowledge with commercial ambition and an entrepreneurial mindset. 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. Strong client-facing and relationship-building skills. Ability and willingness to generate new business. Confidence working collaboratively with financial planners and other professional advisers.
What's on 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. 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.
Hiring: Strategy and Planning Manager - Hybrid Working in St Helens employer: Flat Fee Recruiter
At Intretech, we pride ourselves on being a dynamic and multicultural workplace where every employee's contributions are valued and have a direct impact on our growth. Located in London, we offer competitive salaries, a supportive work culture, and ample opportunities for professional development, making us an excellent employer for those looking to thrive in the electronics manufacturing sector.
StudySmarter Expert Advice🤫
We think this is how you could land Hiring: Strategy and Planning Manager - Hybrid Working in St Helens
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We think you need these skills to ace Hiring: Strategy and Planning Manager - Hybrid Working in St Helens
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