Bayford Hale is seeking a Chartered Financial Planning Team Leader to head a team of Financial Planners and manage a select portfolio of High-Net-Worth clients. The role blends people leadership with hands-on advisory work to deliver outstanding client outcomes.
You will support regulatory compliance, optimise advice processes, and collaborate with HR, Compliance, Operations and Growth teams to drive performance and potential acquisitions. Experience leading advisers is essential.
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Chartered FP Team Leader: Lead & Grow HNW Clients employer: Bayford Hale
As a leading international private banking and wealth management institution in London, we pride ourselves on fostering a collaborative and high-touch work culture that prioritises employee development and client satisfaction. Our team enjoys access to bespoke training programmes, a supportive environment for professional growth, and the unique opportunity to build long-lasting relationships with high-net-worth clients, all while working in one of the world's most dynamic financial hubs.