One of the most prestigious and highly respected names in the wealth management industry are seeking two Wealth Planning Directors to their London team.

Working closely with colleagues in Portfolio Management, the role will involve developing and managing client relationships and providing complex wealth planning solutions typically across complex pensions, retirement planning, estate planning and tax structuring advice. Clients typically have minimum portfolios of £5M+, most have £20M-50M+. There are very few businesses consistently operating at the same client level as this firm.

Candidates will ideally be experienced Chartered Financial Planners, preferably with experience within Private Bank, Investment House or Family Office settings.

In addition to a highly competitive basic salary are exceptionally generous benefits and bonuses, giving expected short term earnings inexcess of £200K.

James Woods has over 20 years’ experience recruiting into the Financial Services sector. He joined BWD in early 2008 to develop the firm’s coverage in the South and became a Director in 2022. James specialises in recruiting mid-senior level financial

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