Sherrington Associates are delighted to be appointed as the retained executive search partner for well-known wealth management consultants, Franklyn Financial Management, in their quest to appoint a new Chief Operating Officer (COO) to the business.
Franklyn Financial Management
Franklyn Financial Management was established in 1999 by Andrew Chatterton, founder and Managing Director. Having grown organically through exemplary client care and outstanding advice, of approximately 2,500 St James’s Place practices within the United Kingdom, Franklyn are now the one of the top 20 largest in the country, managing over £470m of funds on behalf of their HNW clients.
Following recent regulatory changes in the market, an exciting opportunity has presented itself for Franklyn to significantly develop their fund portfolio through acquisitive growth, and the company is currently exploring a number of new acquisitions. To support this growth through effective integration of new acquisitions and through sound management and leadership of the Franklyn support functions, the business is looking to appoint a new Chief Operating Officer.
Chief Operating Officer
The remit of the Chief Operating Officer is to lead the operational teams across the business, whilst seamlessly integrating new acquisitions and driving sales performance by implementing robust performance metrics and coaching colleagues.
The role is multifaceted and will be a critical appointment for achieving the five year vision for the organisation. Working closely with the CEO and leadership team, the COO will play a strategic role, leading on all operational and functional aspects of the development and execution of the organisational growth strategy, building efficient compliance systems and building a culture of accountability across the business when it comes to adhering to regulatory standards and governance.
Leading both the support team and finance team, the COO will oversee operational management of all support functions across the business, whilst nurturing the Adviser and PSS teams to continue to deliver exceptional levels of client service. Franklyn's people enjoy an engaging, meritocratic environment where professional development comes as a result of dedication to achieving the collective goals of the business. The COO will help to continue the development of a winning performance culture by adopting an inspiring and motivational leadership style, that galvanises colleagues around a shared ambition to grow organically and through strategic acquisition.
Leadership Experience:
- A strong senior leadership background in a highly entrepreneurial professional services or financial services environment, where service excellence is a fundamental pillar of the business.
- Strong people leadership experience, in particular leading operational functions within an ambitious, competitive and high-growth culture
- Experience of achieving tangible growth within a relevant business that looks after HNW clients
- Experience of leading in a business where performance metrics are crucial to overall success.
Leadership Competencies:
- Strategic contributor – is able to work with the CEO and leadership team to develop the long-term strategy for the business
- Excellent communication skills – able to articulate a vision to team members in a way that inspires others to go above and beyond
- Managing complexity – is able to simplify often complex sets of information in order to see trends and make the right leadership decisions
- Overview and scrutiny – of sales performance, of KPI’s, of individual adviser performance
- Acquisition integration – able to develop plans to integrate newly acquired books of business into Franklyn’s operating model
- Highly numerate – is comfortable with financial analysis
- Builds trust through integrity
- Reliable and trustworthy
- Remains professional in all interactions
Personal Characteristics:
- Demonstrate Integrity
- Act with courage
- Working collaboratively
- Create an enjoyable working environment
- Pursue excellence
- Continuously improve
- Uphold morals and ethics
- Making a lasting impact
Remuneration Package
Basic Salary: £90,000 - £120,000 per annum
Company Car: Flexible offering
EMI Options: To be negotiated based on the five year vision
Holidays: 36 days (including bank holidays)
Other Benefits: Pension, PMI, CIC, DIS, PHI
To Apply
To apply to join Franklyn at this exciting stage of their growth journey, please email your CV to the retained search consultant below, or email for a further conversation in confidence, quoting Job Reference RM373.
Joe Onions - Executive Search Consultant
T: 01244 310 145
E: joe.onions@sherringtonassociates.co.uk
(*Pictured: Franklyn sponsorship of Stoke City Football Club, as part of their Elite Sports Management partnership strategy).
