Director, Financial Planning
3 weeks ago
Role
We are partnered with one of the UK's leading integrated wealth management companies to recruit for a senior Financial Planning hire in Hampshire/Dorset region.
Requirements
- You must be at least Level 4 qualified and ideally Chartered if not working towards Chartered status.
- You will be highly experienced and enjoy the business development aspect of the role with connections in place in the local area to leverage/grow business from. This is a senior hire for the business and they are seeking somebody with a particular skillset/gravitas for the position. There are some distribution channels already in place but you do need to be somebody that can hunt/develop.
- Ideally, our client is seeking somebody that has worked on large business exit/finance cases and/or has other HNW niche client exposure.
- You will be used to providing advice on tax efficient products such as EIS's & VCT's.
Why join?
This is an opportunity to join one of the top employers in the industry. For the right person our client would look to award an attractive £six figure basic plus company benefits. Bonuses are based on revenue and AUM and can be significant. There is plenty of scope on offer with this company moving into leadership/management if you choose.
What next?
If you have the desired skillset and experience for the role and would like to apply please do send through a most recent copy of your CV. If you would like to find out more about the role please do get in touch.
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