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For Companies At a Glance
- Tasks: Co-found a financial services firm, leading strategy and client development.
- Company: Join Hamilton Bradshaw, founded by entrepreneur James Caan, a leader in private equity.
- Benefits: Enjoy equity ownership, capital backing, and strategic guidance to grow your business.
- Why this job: Shape your own financial services brand in a thriving UK market with expert support.
- Qualifications: 10+ years in financial services, strong client network, and FCA familiarity required.
- Other info: Submit a pitch deck and LinkedIn profile to apply; this is not a salaried position.
The predicted salary is between 42000 - 70000 £ per year.
Important: Applications without a pitch deck will not be reviewed. Please submit a concise and compelling pitch deck along with your LinkedIn profile.
About the Opportunity
Hamilton Bradshaw, the private equity firm founded by James Caan CBE, is seeking a senior financial services professional to co-found a new firm in the UK. This is not a salaried job; it’s a co-founder opportunity backed by capital, equity, and strategic partnership. Whether your ambition is to launch a boutique investment advisory, wealth management firm, or regulatory consultancy, you’ll have the autonomy to shape and scale your own business from day one—with the strength of a seasoned investor and launch platform behind you.
Why Partner with Hamilton Bradshaw?
- We partner with founders, not employees
- Founded by James Caan CBE, with 40+ years building high-growth businesses
- Backed dozens of ventures across financial services, recruitment, and legal sectors
- Access to senior-level support across finance, compliance, operations, and growth strategy
- Long-term capital and advisory support to help scale your business sustainably
Why the UK Financial Services Sector?
The UK remains a global financial hub, with strong demand across:
- Investment advisory and wealth management
- Regulatory and compliance consultancy (FCA, ESG, SMCR, AML)
- Fintech innovation and embedded finance
- Pension, insurance and savings products
- Family office and high-net-worth client services
- SME and corporate financial planning
- Capital markets, debt advisory and M&A support
Your Role as Founding Partner
As the firm’s co-founder, you will lead strategy, client development, and operational growth. Your business may specialise in:
- Wealth & Investment Advisory – For private clients, entrepreneurs, or institutional investors
- Regulatory & Compliance Consulting – FCA readiness, ESG frameworks, SMCR, AML, reporting
- Corporate Finance & Transaction Services – M&A, valuation, due diligence, and structuring
- Fintech & Innovation Advisory – Embedded finance, crypto, payments, and regulatory tech
- Private Client & Family Office Services – Succession, tax, governance, and portfolio support
- Financial Planning & Risk Management – Pensions, protection, estate planning, insurance
What We Offer
- Equity Ownership – Lead and grow a firm you co-own
- Capital Backing – To launch, build infrastructure, and hire key team members
- Strategic Guidance – Expert support across financial strategy, governance, and scaling
- Brand & Market Positioning – Support to develop a credible, professional go-to-market presence
Who We’re Looking For
We’re seeking a UK-based senior professional who:
- Has 10+ years' experience in financial services (advisory, consulting, or leadership roles)
- Has a strong client reputation and network within the UK market
- Is FCA-regulated or familiar with the UK regulatory environment
- Has deep expertise in one or more core financial disciplines
- Is now ready to launch and scale their own business with an equity partner
- Brings a commercial, entrepreneurial mindset and commitment to building a high-integrity firm
- Ideally has led or helped grow a practice, book of business, or team in previous roles
How to Apply
To apply, please submit:
- Your LinkedIn profile
- Your background and expertise
- Business concept and service offering
- UK market opportunity and target clients
- Regulatory requirements (if applicable)
- Your 3-year roadmap
- Any existing traction or pipeline
- Why Hamilton Bradshaw is your chosen co-founder
Startup Opportunity – Launch a Financial Services Firm in the UK with Hamilton Bradshaw as Your[...] employer: Hamilton Bradshaw Group
Contact Detail:
Hamilton Bradshaw Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Startup Opportunity – Launch a Financial Services Firm in the UK with Hamilton Bradshaw as Your[...]
✨Tip Number 1
Network strategically within the financial services sector. Attend industry events, webinars, and conferences to connect with potential clients and partners. Building relationships now can give you a head start when launching your firm.
✨Tip Number 2
Develop a clear and compelling business concept that addresses a specific gap in the UK market. Research current trends and client needs to ensure your offering stands out and resonates with your target audience.
✨Tip Number 3
Familiarise yourself with the regulatory landscape in the UK. Understanding FCA requirements and compliance issues will not only strengthen your pitch but also demonstrate your readiness to operate within the financial services framework.
✨Tip Number 4
Prepare a robust pitch deck that highlights your experience, vision, and the unique value proposition of your business. Make sure it clearly outlines your three-year roadmap and how you plan to achieve your goals with Hamilton Bradshaw as your partner.
We think you need these skills to ace Startup Opportunity – Launch a Financial Services Firm in the UK with Hamilton Bradshaw as Your[...]
Some tips for your application 🫡
Craft a Compelling Pitch Deck: Since applications without a pitch deck won't be reviewed, focus on creating a concise and engaging pitch deck. Clearly outline your business concept, service offerings, and the unique value you bring to the financial services sector.
Highlight Your Experience: In your application, emphasise your 10+ years of experience in financial services. Detail your roles, achievements, and how they have prepared you for this co-founder opportunity with Hamilton Bradshaw.
Showcase Your Network: Mention your strong client reputation and network within the UK market. This will demonstrate your ability to attract clients and build relationships, which is crucial for a founding partner.
Outline Your Roadmap: Include a clear 3-year roadmap in your application. This should detail your plans for launching and scaling the business, including key milestones and strategies for growth.
How to prepare for a job interview at Hamilton Bradshaw Group
✨Prepare a Compelling Pitch Deck
Since applications without a pitch deck won't be reviewed, make sure yours is concise and compelling. Highlight your business concept, service offering, and the unique value you bring to the financial services sector.
✨Showcase Your Industry Expertise
With over 10 years of experience in financial services required, be ready to discuss your specific expertise. Prepare examples of how you've successfully navigated the UK regulatory environment and built client relationships.
✨Demonstrate Your Entrepreneurial Mindset
This role is about co-founding a firm, so convey your entrepreneurial spirit. Share your vision for the business, how you plan to scale it, and your commitment to building a high-integrity firm.
✨Understand Hamilton Bradshaw's Values
Familiarise yourself with Hamilton Bradshaw's mission and values. Be prepared to explain why you want to partner with them specifically and how their support aligns with your business goals.
