Financial Services Jobs

Financial Planning Director, Investment House - Birmingham

Posted 24 days ago
Salary
Generous package, with flexibility
Location(s)
West Midlands
Type
Permanent
A leading, global Investment House are looking to appoint a Financial Planning Director to their Birmingham office. Working with a large team of Investment Managers/Directors, you will take over some existing HNW clients, as well as developing both internal and external relationships to nurture further business.

The ideal candidate will be an established Chartered Financial Planner (or equivalent), ideally with experience in a wealth management (Investment House or Private Bank) environment, dealing with HNW/UHNW private clients.

Financial Planning is an integral part of this business, with planners often leading client relationships. The firm has an exceptional culture, with a real focus on supporting employees to achieve a healthy work/life balance, and on opening up long term career progression and promotion opportunities.

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