Wealth Planner - Private Ba...

Wealth Planner - Private Bank, Bristol

Job Title: Wealth Planner - Private Bank, Bristol
Contract Type: Permanent
Location: Bristol
Salary: £70000 - £90000 per annum
Start Date: 2017-10-27
Reference: JTW/3726
Contact Name: James Woods
Contact Email:
Job Published: July 06, 2018 08:40

Job Description

A high-profile, global Private Bank are looking to recruit an experienced Wealth Planner in Bristol. Working alongside a high calibre team of Private Bankers, you will provide sophisticated wealth planning advice to an existing HNW/UHNW client base (typically £1M-20M+ investable assets). 

This is a superb role with an exceptional client base, brand and proposition. Candidates will be at, or close to, Chartered status and have strong technical knowledge of complex financial planning advice for wealthy private clients.  Ideal background would be within a Private Bank, Investment House or Professional Services firm.