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This is a Director level role with potential to progress to future Managing Director for the right individual.
Our exclusively retained client is successful Chartered Financial Planning Firm (IFA) with an enviable client list and a 20+ year track record of providing a first-class advice and service to its clients.
As part of the firm’s succession plans it is seeking a quality driven Director to advise key clients personally and lead its Financial Planning team.
We are seeking a high-quality adviser/practitioner with current or recent advisory experience looking after UHNW or corporate clients, ideally Chartered or Certified Financial Planner, Chartered Wealth manager (or significant progress towards).
Additional Investment or pensions qualifications would be beneficial. There is no need to bring clients, but you must be an ambitious individual willing and able to contribute to the company’s future progress with significant and appropriate rewards.
Should you wish to be considered for this role, please email your cv to firstname.lastname@example.org quoting ref TX/893609 or call Paul Harper, Tim Terrell or Alison French on 0117 9200060 for a confidential discussion.
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