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Financial Planning Director

Job description

A leading Asset Management business is seeking a Financial Planning Director within their Bristol office.

The Successful applicant will be responsible for overseeing the Bristol Office, maintaining existing client relationships and establishing new clients to the business.

An existing client bank is provided, however the role will require strong business development with like minded professional firms to generate further business opportunities.

The successful candidate will ideally hold Chartered status and be comfortable dealing with HNW clients and complex cases.

In return the role offers a basic salary of c. £100k with excellent bonus potential and additional benefits.

The Financial Planning Director will work closely with the Managing Director as the business continues to grow and prosper in the South West.

If you are keen to join a leading Asset management business with career progression opportunities, please apply for more information.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.