Director - Financial Planning

Needing little introduction, this illustrious global banking group are looking to strengthen their financial planning capabilities and appoint a senior financial planning expert at Director level to work alongside the senior bankers. Managing the relationship with key stakeholders, you will deliver fully holistic independent financial planning principally to clients with liquid assets in excess of £1m. All client introductions will be provided by the relationship managers so there is no requirement for a portable client bank. This is an excellent opportunity for someone working with HNW clients in either an IFA, bank or perhaps accountancy or law practice where they would like to be in front of a greater number of UHNW individuals.

To apply, candidates must be at least DipPFS if not progressing towards chartered status. Experience of advising on all aspects of retirement and investment planning is also essential as is the ability to build long term relationship within key centres of influence. Package is generous and consists of an above average basic salary, car allowance, generous pension and performance bonus.