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Lead Financial Planner Private Clients

Job in Wolverhampton, West Midlands, WV98, England, UK
Listing for: BWD Search & Selection
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Position: Lead Financial Planner for Private Clients

Investment House is seeking a Financial Planning Director for its Bournemouth office. You will advise high net worth private clients and lead a team of Financial Planners and Paraplanners, effectively acting as Head of Financial Planning.

The role requires Chartered Financial Planner status with proven leadership and a strong business development mindset to grow the client base and collaborate with the Investment Management team.

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