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, for their Hampshire/Dorset region. 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 2-3 days spent in their Southampton office.
Back to searchFinancial Planner Director or Associate Director - Private Bank, Hampshire/Dorset
BWD Search & Selection
Posted 13 hours ago, valid for 14 days
Southampton, Hampshire SO19 1BQ
Full Time
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Sonic Summary
- A high-profile Private Bank is seeking an experienced Financial Planner at either Associate Director or Director level for their Hampshire/Dorset region.
- The role involves providing complex financial planning advice to HNW & UHNW clients with investable assets between £3M-20M, focusing on pensions, retirement, protection, and IHT planning solutions.
- Candidates should have experience in a similar setting and a Level 6 qualification, with a preference for CII, CISI, or LIBF qualifications.
- The position emphasizes advising existing clients and those referred internally, with a varied client base, including owner managers, entrepreneurs, and senior executives.
- The role offers a hybrid working model, typically requiring 2-3 days in the Southampton office, and the salary is competitive, reflecting the seniority of the position.
