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.
Wealth Planner - New Division, Global Private Bank
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£60000 - £90000 per annum
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Ref
JTW/9584
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Contact Name |James Woods
CONTACT US 0113 274 3000
James Woods
Client Director
James Woods has 17 years recruitment experience, the last 15 years spent within the financial services sector. He joined BWD in early 2008 to develop the firm’s coverage in the South. James' area of focus is the financial planning market in London and the South East. He specialises in recruiting mid-senior level client-facing wealth management professionals for Private Banks, Investment Houses, Wealth Managers and Professional Practices. He operates on both an engaged and contingency basis and is account manager for some of our most prestigious clients. He is without doubt one of the market leaders in the Financial Services recruitment sector and his ability to get the job done means he is well favoured by our clients and candidates. There are very few recruiters who can offer the same depth of knowledge, experience, network or level of professionalism as James.