Full job descriptionA 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.