Financial Planning Director

Job Category: Technical Specialist / Manager

Location: Bournemouth, GB, BH2 5QY

Contract: Permanent

Working pattern: Hybrid

About the Role

In this role you will work with the Financial Planning and Investment Management team to develop new business and to contribute to the office growth strategy, ensuring that the quality of advice and service is of the highest standard. This will involve working with and developing new external professional relationships and leading these relationships where appropriate. You will also maintain existing client relationships, providing internal and external clients with advice and service.

This is a great opportunity for someone who knows the local market well and is skilled at relationship building, to join an ambitious team and progress swiftly within one of the UK’s leading wealth‑management firms.

What you’ll be responsible for

• Contribute to the grow...