At a Glance
- Tasks: Lead a team of Financial Planners and drive business development.
- Company: Prestigious Investment House with a strong reputation.
- Benefits: Competitive salary, leadership opportunities, and a dynamic work environment.
- Other info: Join a high-profile team and grow your career in finance.
- Why this job: Make a real impact in financial planning while mentoring others.
- Qualifications: Chartered Financial Planner with leadership or mentoring experience.
The predicted salary is between 80000 - 100000 £ per year.
A prestigious, high profile Investment House are currently looking to appoint a Financial Planning Director to their Bournemouth.
As well as advising HNW private clients, developed through internal and external sources, this individual will assume responsibility for a small team of Financial Planners and Paraplanner, effectively operating as the Head of Financial Planning for the office.
Whilst there is a significant Investment Management team in the office to leverage client referrals, this individual must also be comfortable leading from the front in terms of external business development.
The role would suit an accomplished, proactive Chartered Financial Planner with either previous mentoring/leadership experience, or the desire to move their career in this direction. ...
Contact Details:
BWD Search & Selection Recruitment Team
