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1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Senior Recruitment Professional - Financial ServicesChartered Financial Planner – Director / Managing Director £100,000 to £150,000 + benefits (negotiable for MD level) Location: North-West / West Midlands (with some travel to the South-East initially) Exclusive Opportunity | High-Growth Environment | Strategic Leadership Role An ambitious and well-capitalised professional services group is undertaking a major transformation of its financial planning capability, creating an opportunity for an experienced Chartered Financial Planner to lead and shape a new in-house proposition. The group includes a specialist fiduciary business managing significant client assets and consistently generating high-quality referrals. With strong internal demand for integrated financial advice, the organisation is now focused on reducing reliance on external discretionary fund managers and building a premium, centralised service in-house. The Opportunity This is a pivotal leadership role, offering autonomy, long-term growth potential, and the chance to drive lasting change. You will: Join as aDirector , or step into aManaging Directorposition depending on experience. Lead the development of a high-calibre internal financial planning proposition. Support the integration of a recently acquired financial planning team (2–3 days per week in theSouth-Eastfor the first 4–6 months), before transitioning to aNorth-West / West Midlandsbase long term. Collaborate closely with senior leaders across legal and accountancy divisions to deliver a cohesive, family-office style client experience. Play a key role in scaling the team from 6 to 40+ Chartered professionals over the next five years. About You Proven leadership experience, ideally at Director or MD level. Background in professional introducer environments (e.g., legal or accountancy or internal relationships with Private Bankers or Investment Managers). Strategic mindset with hands-on delivery capability. Comfortable working with high-net-worth clients (£1m+ investable assets) in a relationship-led advisory model. Candidates should have worked with UHNW clients on a daily basis in previous role ( Essential) Why Apply? Genuine leadership opportunity with board-level engagement. High-growth, well-funded environment with strong internal referrals. Scope to shape and grow a market-leading proposition. Competitive salary, flexibility, and long-term career progression. Seniority levelSeniority level Director Employment typeEmployment type Full-time Job functionJob function Finance, Sales, and Management Referrals increase your chances of interviewing at mbf by 2x Sign in to set job alerts for “Financial Planner” roles.We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr