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Wealth Planner

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £80000 - £90000 per annum, Benefits: Bonus + Benefits

  • Contact:

    Graeme Winn

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    over 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


A leading Private Bank are seeking to appoint a Wealth Planner into their Manchester offices.

Supported by dedicated experts from across the firm you will work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services. 
All clients are referred internally and typically have £1m-20m investable assets, some considerably more.

About you;
- Specific experience in the area of complex financial planning solutions for High Net Worth clients.
- Ability to build and maintain strong relationships internally and externally.
- Detailed knowledge of the UK regulatory requirements.
- Ideally qualified to Chartered status

What's in it for you;
- Above market average remuneration and benefits packages.
- Promotion is encouraged - Strong demonstration within the team of internal movement to further careers.
- Working with great clients, offering a market leading proposition.
- Being part of am established and very reputable brand.