Financial Planner Director or Associate Director, Private Bank - Guildford

ZipRecruiter; Guildford; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A high-profile Private Bank seeks to hire an experienced Financial Planner for their Guildford office. This role focuses on providing tailored financial planning advice to high and ultra-high-net-worth clients, managing intricate financial needs, and working collaboratively within a small seasoned team. Hybrid work model allows flexibility, with 3 days in-office to foster client relationships and team collaboration.

Qualifications

• Experience with HNW and UHNW clients.
• Accustomed to a corporate environment.
• Comfortable working with internal stakeholders.

Responsibilities

• Provide complex financial planning advice to clients.
• Work closely with Private Bankers.
• Manage relationships with existing clients and referrals.

Skills

Financial Planning

Client Relationship Management

Complex Problem Solving

Education

Level 6 qualification (CII/CISI/LIBF)

Job description

Job Description

We are pleased to be working on an exclusive basis with a high profile Private Bank are looking to hire an experienced Financial Planner, at either Associate Director or Director level, to their Guildford office. Working closely with a small team of Private Bankers, you will provide complex financial planning advice to HNW & UHNW clients (typically £3M-20M investable assets) with a focus on pensions and retirement planning, protection and IHT planning solutions. The role is focused on advising existing clients and those referred internally - this is a role in which you will spend your time in front of interesting and challenging clients, with complex needs, on a daily basis.

Client base is varied with a primary focus on owner managers and entrepreneurs, senior executives, as well as those in the public eye.Ideally you will be accustomed to working in a corporate environment, and used to working with multiple internal stakeholders. Experience in a similar setting, providing complex financial planning to HNW clients, and Level 6 qualification (flexible on CII/CISI/LIBF), would be advantageous. The role offers a hybrid working model with typically 3 days spent in the office.