Head of Succession Planning – Private Client (Hybrid, Partnership)

Company: Flat Fee Recruiter
Apply for the Head of Succession Planning – Private Client (Hybrid, Partnership)
Location: Birkenhead
Job Description:

Flat Fee Recruiter is supporting a specialist independent financial advisory firm in the search for an experienced private client professional to lead and grow a new succession planning proposition covering wills, trusts, estate planning and probate support.

The role offers a unique partnership-style opportunity to build a team within an established practice, with access to an existing client bank and strategic support from the Managing Partner.

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Posted: September 16th, 2026