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Financial Planning Director, Private Bank, Bristol

2 months ago

Bristol, United Kingdom BWD Search & Selection Full time

A high profile Private Bank are looking to hire a Financial Planning Director to their South West region. Working closely with other client facing colleagues (Wealth Managers & Private Bankers) you will provide complex financial planning advice to HNWclients (£1M-20M investable assets) with a focus on pensions, retirement planning and IHT planning solutions. The role is focused on advising existing clients and those referred internally, meaning that your time will be spent in front of clients rather thantrying to find them. Client base is varied with a primary focus on owner managers, entrepreneurs, and senior executives.
Ideally you will be accustomed to working in a large corporate environment, and used to working with numerous internal stakeholders. Our client is also particularly interested in finding someone who can adopt a Player/Manager role, and lead a team. The primarybase will be the Bristol office (which is their SW hub) however there is a good deal of flex and agile working.

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