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Wealth Planner - New Division, Global Private Bank

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £60000 - £90000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    11 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


A fantastic opportunity to join a new Wealth Planning proposition that is being developed within one of the world's largest Private Banks. This firm, which specialises in HNW/UHNW (£3M-100M+) Business Owners, Entrepreneurs and Corporate Executives, are building a brand new Wealth Planning capability within their UK wealth management business.  

In this initial tranche of recruitment they are seeking two high calibre Wealth Planners to work alongside the Head of Wealth Planning, in London, to help to develop and roll out the proposition. Building strong internal relationships, you will work with their existing Private Bankers to develop wealth planning referrals and advise the existing client base. 

Candidates must be at, or close to Chartered status, and will have a background in HNW private client financial planning, ideally with experience dealing with UK RND's and cross border tax/trusts.

This is a superb prospect for a talented and ambitious Financial Planner to get in at the early stage of development of this exciting project.