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Chartered Financial Planner - Boutique Private Bank, City

  • Location

    City Of London

  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    €80000 - €110000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    8 months ago

  • Duration:

    0.0 MONTH

  • Expiry date:


  • Startdate:


  • Consultant:


The Wealth Planning division of a prestgious Private Bank, in the heart of the City, are looking to recruit two senior Wealth Planners to their team. This is a firm has a long heritage, a great reputation and superb client base. Furthermore, its size and approach means that it is more nimble and entrepreneurial, and less corporate in feel, than many of its larger competitors. 

Working alongside other specialists from the private banking and investment management teams, you will provide holistic, often complex, wealth planning advice to a varied HNW/UHNW client base. Whilst the wealth planning team plays an active role in new business development initiatives, the majority of advice will be to existing clients, or those referred internally from other divisions. Subsequently the position is one where a candidates technical and interpersonal skills are key. 

The firm is ideally seeking Chartered (or close to) Financial Planners, from a private banking or HNW wealth management background.