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Director / Team Leader – Financial Planning, Investment House

  • High Basic plus significant bonus earnings and a generous benefits package

  • Ref

    JTW-DTL01

  • Contact Name |James Woods

Director/Team Leader – Financial Planning, Investment House

  • Guildford

  • High Basic plus significant bonus earnings and a generous benefits package

A rare opportunity has arisen for an accomplished Chartered Financial Planner to lead Financial Planning in the Surrey office of a high-profile Investment House.

Heading a team of three other Financial Planners, you will be responsible for the growth and development of the FP division in the office, working closely with a large, successful team of Investment Directors.

This is a varied and senior-level role, combining direct line management, internal/external business development, and HNW client advice.

They are seeking a high calibre individual, ideally with experience in a similar environment.

Strong technical, leadership, interpersonal, and networking skills are essential.

A high basic salary, generous benefits package, significant bonus earnings, and, potentially, share options are on offer.

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CONTACT US 0113 274 3000