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Senior Wealth Planner - Boutique Private Bank, Manchester

  • £80000 - £120000 per annum

  • Ref


  • Contact Name |James Woods

A long established, boutique Private Bank are looking to appoint a lead Wealth Planner to their Manchester office. Working closely with a highly driven and successful team of Private Bankers and Investment Managers, you have sole responsibility for Wealth Planning in the North West for the firm, providing holistic advice to new and existing HNW/UHNW clients, all of whom are referred internally

The firm is far more nimble, and less corporate in feel, than may of its competitors and, as one of just 5 Wealth Planners across the UK, you would have the ability to make a real impact, and have genuine input into the growth and direction of the Wealth Planning division.

The role would suit an ambitious Chartered (or close to) Financial Planner, with experience in the upper end of the private client market, most likely coming from either another Private Bank, or Investment House. A very generous salary is on offer for the success applicant.


CONTACT US 0113 274 3000