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Job verified 4 hours ago

Director - Financial Planning, Bournemouth

BWD Search & Selection·Bournemouth (South West England)On-siteLead
£90 000 – £120 000 / year
Vox Summary
  • Role Overview: Leading a team of Financial Planners and Paraplanner, acting as Head of Financial Planning, advising high net worth private clients, and driving external business development.
  • Key Requirements: Proactive Chartered Financial Planner with leadership or mentoring experience, comfortable leading from the front and developing client relationships.
  • Conditions & Benefits: Position based in Bournemouth at a prestigious Investment House, with responsibilities including client advisory and team management.
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Job description

A prestigious, high profile Investment House are currently looking to appoint a Financial Planning Director to their Bournemouth. As well as advising HNW private clients, developed through internal and external sources, this individual will assume responsibility for a small team of Financial Planners and Paraplanner, effectively operating as the Head of Financial Planning for the office. Whilst there is a significant Investment Management team in the office to leverage client referrals, this individual must also be comfortable leading from the front in terms of external business development. The role would suit an accomplished, proactive Chartered Financial Planner with either previous mentoring/leadership experience, or the desire to move their career in this direction.

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Original source
reed.co.uk
Posted
Jun 24, 2026 · true date
Last verified
4 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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