Head of Succession Planning
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. Head of Succession Planning Wills, Trusts and Probate 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 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 fromaccess to the First Equitable brand, office ..... full job details .....
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