The Bristol office of a leading, global Investment House are looking to appoint a lead Financial Planning Director to build the financial planning offering in the office.
Working closely with a team of Investment Directors. you will be responsible for spearheading the division, providing holistic planning to new and existing HNW (typically £1-10M) clients.
The firm has an exceptionally long-standing team and a track record of offering long term career development opportunities. There is a very real possibibilty of this role growing to include managerial, and potentially Head of Office, responsibilities.
The ideal candidate will have experience in a similar setting (Investment House, Private Bank or Professional Practice) and will posses both leadership qualities and first class client facing skills.
