Join to apply for the Managing Director- Financial Advice Firm role at Heat Recruitment
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Join to apply for the Managing Director- Financial Advice Firm role at Heat Recruitment
A well-backed and independent financial services group is seeking a self-sufficient and entrepreneurial Managing Director to take full ownership of a respected financial advice business in Herefordshire. This is a solo role, ideal for someone comfortable working independently while being fully supported by a professional network that handles compliance, back office, and operational infrastructure. You will inherit a loyal client bank of ~140 clients (c.£45m AUA) from day one, with no immediate expectation to bring in new clients—allowing you to focus first on building trust and delivering outstanding advice.
The Opportunity
* Lead the firm and manage all day-to-day operations, client relationships, and business strategy.
* Deliver high-quality, compliant advice to a mature, decumulation-heavy client base.
* Drive operational improvements and explore growth opportunities at your own pace.
* Operate with full back-office and regulatory support from the owning network.
* Influence the commercial model—adjusting the fee structure could generate £350K+ in additional revenue.
* Significant potential to earn equity in the business and be part of a larger wealth platform’s growth strategy.
Ideal Candidate
* Chartered Financial Planner (or close to achieving), CAS and SPS qualified.
* Proven track record of regulated advice and managing a client bank independently.
* Experience running or growing an IFA business is advantageous.
* Confident, self-driven, and passionate about long-term client relationships.
* Ideally available to start within 1–2 months is advantageous (not essential)
What’s On Offer
* £60K–£70K base salary + bonus tied to revenue and growth
* Clear equity pathway with long-term upside
* Pension contribution
* Hybrid/flexible working model
* Compliance, accounting, and admin fully handled by the network
* Market-leading tech and operational systems
Seniority level
* Seniority level
Executive
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Staffing and Recruiting
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