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Senior Wealth Planner - Boutique Private Bank, Bristol

  • £80000 - £120000 per annum

  • Ref


  • Contact Name |James Woods

The Wealth Planning division of a prestgious Private Bank, are looking to recruit an experienced, high calibre individual to lead Wealth Planning in their Bristol office. 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.


CONTACT US 0113 274 3000