Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

Wealth Planner/Wealth Planning Director - Private Bank, Midlands

  • £60000 - £90000 per annum

  • Ref

    V-61668

  • Contact Name |James Woods

One of the UK's leading Private Banks is seeking an experienced Wealth Planner to their Midlands region. The role will involve working closely with a team of Private Bankers in both East and West Midlands to provide wealth planning advice to existing HNW/UHNW clients. All clients are referred internally and advice is centred around complex pensions, retirement planning and IHT Planning. 

The role offers a great deal of autonomy, with the flexibility to work betwen home and their two offices, and would suit a technically minded Planner who enjoys working in a collaborative mannner with other specialists. Chartered status would be ideal, AF3, G60 or AF7 is essential.

W1siziisijiwmtgvmtevmduvmtevmdevntqvode5l2pvyi1pbwfnzs5wbmcixsxbinailcj0ahvtyiisijqwmhgymdajil1d

CONTACT US 0113 274 3000