A fantastic opportunity has arisen for a Chartered (or close to Chartered) Financial Planner to take over a substantial, established client base within a very high quality, mid-sized, national advisory firm. Working from home, you will manage a client base of around 80 HNW private clients, mainly centered around the Exeter area, with significant recurring income attached. With the backing, and subsequent stability, of a larger group, whilst retaining a close knit, small company feel, the business is highly innovative, technology-driven and forward thinking. An exceptional opportunity within an exceptional business.
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.