We are pleased to be working on an exclusive basis with a high profile Private Bank are looking to hire an experienced Financial Planner, at either Associate Director or Director level, to their Guildford office. Working closely with a small team of Private Bankers, you will provide complex financial planning advice to HNW & UHNW clients (typically £3M-20M investable assets) with a focus on pensions and retirement planning, protection and IHT planning solutions. The role is focused on advising existing clients and those referred internally - this is a role in which you will spend your time in front of interesting and challenging clients, with complex needs, on a daily basis. Client base is varied with a primary focus on owner managers and entrepreneurs, senior executives, as well as those in the public eye.Ideally you will be accustomed to working in a corporate environment, and used to working with multiple internal stakeholders. Experience in a similar setting, providing complex financial planning to HNW clients, and Level 6 qualification (flexible on CII/CISI/LIBF), would be advantageous. The role offers a hybrid working model with typically 3 days spent in the office.
Back to searchFinancial Planner Director or Associate Director, Private Bank - Guildford
BWD Search & Selection
Posted 4 days ago, valid for 10 days
Guildford, Surrey GU48EY, England
Full Time
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Sonic Summary
- A high-profile Private Bank is seeking an experienced Financial Planner at the Associate Director or Director level for their Guildford office.
- The role involves providing complex financial planning advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with investable assets ranging from £3M to £20M.
- Candidates should have experience in a similar setting and a Level 6 qualification, with a focus on pensions, retirement planning, protection, and IHT planning solutions.
- The position requires working closely with a small team and multiple internal stakeholders, primarily advising existing clients and referrals.
- The role offers a hybrid working model with typically three days in the office, and a competitive salary is provided commensurate with experience.
