Financial Planning Director - Multiple Locations
Opportunity
* A highly respected, market-leading wealth management firm known for delivering bespoke investment solutions, combining a long-standing heritage with the strength and resources of a global financial group.
Requirements
* Chartered Financial Planner or working towards
* A moveable book of clients (AUM)
* 5+ Years of financial planning experience
The Firm
* A leading UK-based wealth management firm providing personalised investment management and financial planning services to individuals, businesses, and charities
* Offers discretionary portfolio management, retirement planning, and tax-efficient investment solutions tailored to client needs
* Part of a global financial services group, combining local client relationships with international resources and expertise
* Long-established business with over 250 years of history, focused on long-term investment strategies and client relationship-led service.
What we do
We are a specialist recruitment firm focused on placing talent across wealth management, private banking, and financial planning. We partner closely with clients and candidates to deliver tailored hires aligned with culture, long-term career goals, and technical expertise.