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 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 ..... full job details .....
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