We are currently working on an exclusive basis with a high profile Private Bank, who are looking to hire an experienced Leader to their Financial Planning division. This is a growth role, supporting the further expansion of this area of the business.The role will focus on the coaching and development of 10-12 Financial Planners, ranging from relatively junior team members through to highly experienced, accomplished advisers. There is a separate T&C function, enabling this hire to focus on the leadership, performance management and development of the team, as well as playing a key role in stakeholder management across the group. You will ideally come from a first line management background, ideally within the financial planning arm of a private bank, investment house, or similar. The firm are looking for someone proactive, action-orientated, with strong technical knowledge, perhaps with previous experience as a senior adviser themselves. An excellent opportunity to develop your leadership career within a highly distinguished brand.
Back to searchFinancial Planning Team Leader Director Level - Private Bank
BWD Search & Selection
Posted 2 days ago, valid for 14 hours
London, Greater London EC1R 0WX
Full Time
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Sonic Summary
- A high-profile Private Bank is seeking an experienced Leader for their Financial Planning division.
- This growth role involves coaching and developing a team of 10-12 Financial Planners, from junior to highly experienced levels.
- The position allows the new hire to focus on leadership, performance management, and stakeholder management, with a separate T&C function in place.
- Candidates should have a first line management background in financial planning, preferably within a private bank or investment house.
- An attractive salary package is offered, and the ideal candidate should have significant relevant experience.
