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.
Financial Planning Director, Investment House - Bristol
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£100000 - £120000 per annum
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Ref
V-61873
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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.