MD Designate - Southampton ...

MD Designate - Southampton IFA practice

Job Title: MD Designate - Southampton IFA practice
Contract Type: Permanent
Location: Southampton
Salary: £70000 - £100000 per annum, Benefits: Potential Equity Participation
Start Date: 2017-02-02
Reference: JTW/4827
Contact Name: James Woods
Contact Email:
Job Published: February 28, 2017 16:11

Job Description

My client, a small, successful IFA practice in Southampton, with the resource and backing of a larger group, are looking to appoint a senior level adviser as MD Designate, with a view to them taking over the reigns from the current MD upon his retirement in 2-3 years time.

They are looking for an experienced adviser who can work to transition clients over this period, before formally taking over as MD. The role will involve managing and advising the HNW client base, growing the business through their internal and external sources, and day to day leadership of the team.

The time consuming elements of things like operations/compliance/hr etc will be handled by the parent company, allowing the new incumbent to focus on developing the business. Salary is anywhere up to £100K plus bonus based on company performance, and there is a strong possibility of equity participation.