A rare opening for an experienced leader to join an innovative, mid-sized, national financial planning firm in the Bournemouth area. The role will involve managing and developing a team of 9 Financial Planners, working with the MD on proposition development and integration, whilst also maintaining your own authorisation, with a small book of their existing clients. The ideal candidate will possess a blend of direct line management and advisory experience, however the former will be the major focus.
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.