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Financial Planning Director, Investment House - Bristol

  • £100000 - £120000 per annum

  • Ref


  • Contact Name |James Woods

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. 


CONTACT US 0113 274 3000