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Wealth Planner, Private Bank - South Coast

  • £70000 - £95000 per annum

  • Ref


  • Contact Name |James Woods

One of the UK's leading Private Banks is seeking an experienced Wealth Planner on the South Coast. The role will involve working closely with a high calibre team of Private Bankers in Bournemouth & Southampton to provide wealth planning advice to existing HNW/UHNW clients (£1M-20M investable assets range). All clients are referred internally and advice is centred around complex pensions, retirement planning, IHT Planning and tax efficient investments. 

The role would suit a technically minded Chartered (or close to) Financial Planner who enjoys working in a collaborative manner with other specialists. 


CONTACT US 0113 274 3000