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Senior Financial Planner/Director - Private Bank

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £70000 - £100000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


A mid-sized, wealth management led Private Bank is seeking an experienced Wealth Planner to spearhead Financial Planning in its Birmingham office. The first full time adviser in this office, the successful candidate would take over a client base of c60 HNW/UHNW private clients (all in the £1M-15M space) currently being caretaken by advisers in their other offices. You would also benefit from a continual stream of further client referrals from the Investment Directors in Birmingham. Chartered status is preferable.