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Permanent

Regional Manager, Financial Planning - Private Bank

BWD Search & Selection
Southampton
money-bag £90000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130572511

We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced leader to head a team of Wealth Planners in the Southern Region (Dorset/Hampshire/Surrey). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and TandC of a team of Wealth Planners/Senior Wealth Planners across the offices. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey. ..... full job details .....

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