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Chief Executive Officer – Wealth Planning / Wealth Management
Location: Bedford area
Step into a CEO role where you can genuinely make your mark. This isn’t a firm in crisis, nor a business crying out for a turnaround. This is a profitable, well-regarded wealth planning business in the Bedford area, with solid foundations, a capable team, and clear ambitions for growth. If you’re looking for leadership with real autonomy, long-term impact, and the chance to shape the future of a thriving company, this is the opportunity you’ve been waiting for.
The business is preparing for a long-term succession transition, with an Employee Ownership Trust model on the horizon. The right CEO won’t just run the firm — they’ll share in the value created over time.
What makes this different?
You’ll step into a role where you can truly lead. No personal client bank. No split focus. You will have the freedom — and expectation — to drive commercial performance, strengthen processes, and guide a capable senior team who already know what they’re doing. The current leader will transition into a part-time Chair role, offering support without hovering.
Your focus:
* Setting and delivering the strategic direction
* Driving growth and commercial outcomes
* Improving operational efficiency and scalability
* Leading, mentoring, and empowering the senior team
* Protecting and strengthening a culture that people genuinely enjoy
* Preparing the business for its future ownership transition
Who will thrive?
A seasoned leader from the wealth or financial planning world who knows how to get the best out of people, understands commercial levers, and can bring calm, confident stewardship. Someone who prefers evolution over revolution — improving what’s already good and elevating the firm’s strengths.
If you’re looking for a role with genuine influence, real autonomy, and the chance to build long-term personal value — without the noise, politics, or short-termism that often comes with top roles — this is a rare and compelling opportunity.
Contact: joc@financialdivisions.co.uk for more information.
Seniority level
* Executive
Employment type
* Full-time
Job function
* Finance
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