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Regional Manager, Financial Planning - Private Bank

BWD Search & Selection·Southampton (South East England)Lead
£90 000 – £110 000 / year
Vox Summary
  • Role Responsibility: Lead, coach, and develop a team of Wealth and Senior Wealth Planners across offices, playing a pivotal role in the development of a new proposition.
  • Key Requirements: Seeking an experienced leader with the ability to inspire teams and take them on a journey within a highly respected brand.
  • Conditions/Benefits: Opportunity to join an exciting venture in its infancy with significant career progression opportunities and a tech-enabled, ambitious growth plan.
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced leader to head a team of Wealth Planners in the Southern Region (Dorset/Hampshire/Surrey). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners across the offices. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.

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

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