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Wealth Planning Director, UHNW market - Bristol

  • £100000 - £150000 per annum, Benefits: 18% pension

  • Ref


  • Contact Name |James Woods

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'.


CONTACT US 0113 274 3000