Following a regional growth drive, one of the most highly respected UHNW wealth managers in the UK is looking to hire a lead Wealth Planning Director to their newly established Bristol office.
Working closely with a team of Investment Directors, in a collegiate, dual specialist approach, and benefitting from referrals from a Private Bank, this individual will be responsible for advising clients in the £5M-50M+ range on complex wealth planning matters.
This is an exceptional opportunity to join a new office of a truly top end firm at its inception, and to develop your career in the ultra high net worth market. Candidates will have solid experience of advising a similar level of client and will likely have a background in a Private Bank, Investment House, multi Family Office or Top 10 Professional Practice environment.
Salary flexible - the firm are looking for 'the best of the best'.
Wealth Planning Director, UHNW market - Bristol
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£100000 - £150000 per annum, Benefits: 18% pension
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Ref
V-63519
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Contact Name |James Woods
CONTACT US 0113 274 3000
James Woods
Senior Client Director
James Woods has 17 years recruitment experience, the last 15 years spent within the financial services sector. He joined BWD in early 2008 to develop the firm’s coverage in the South. James' area of focus is the financial planning market in London and the South East. He specialises in recruiting mid-senior level client-facing wealth management professionals for Private Banks, Investment Houses, Wealth Managers and Professional Practices. He operates on both an engaged and contingency basis and is account manager for some of our most prestigious clients. He is without doubt one of the market leaders in the Financial Services recruitment sector and his ability to get the job done means he is well favoured by our clients and candidates. There are very few recruiters who can offer the same depth of knowledge, experience, network or level of professionalism as James.