We are currently working on an exclusive basis with a high profile Private Bank, who are looking to hire an experienced Leader to their Financial Planning division. This is a growth role, supporting the further expansion of this area of the business.The role will focus on the coaching and development of 10-12 Financial Planners, ranging from relatively junior team members through to highly experienced, accomplished advisers. There is a separate T&C function, enabling this hire to focus on the leadership, performance management and development of the team, as well as playing a key role in stakeholder management across the group. You will come from a first line management background, ideally within the financial planning arm of a private bank, investment house, or similar. The firm are looking for someone proactive, action-orientated, with strong technical knowledge, perhaps with previous experience as a senior adviser themselves. An excellent opportunity to develop your leadership career within a highly distinguished brand.
Back to searchFinancial Planning Team Leader Director Level - Private Bank
BWD Search & Selection
Posted 6 days ago, valid for 5 hours
London, Greater London EC1R 0WX
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- A high-profile Private Bank is seeking an experienced Leader for their Financial Planning division.
- The role involves coaching and developing a team of 10-12 Financial Planners of varying experience levels.
- Candidates should have a first line management background in financial planning, ideally from a private bank or investment house.
- The position emphasizes leadership, performance management, and stakeholder management, allowing the hire to focus on team development.
- The salary for this role is competitive, and candidates should have a minimum of several years of experience in a relevant field.
