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Wealth Planner (x 2) - Private Bank, London

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £70000 - £95000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    3 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


A high-profile Private Bank are looking to recruit two Wealth Planners to their headquarters in Canary Wharf. Working alongside a team of Private Bankers, you will provide sophisticated wealth planning advice to an existing HNW/UHNW client base (all £1M-20M investable assets). 

This is a superb role with an exceptional client base, brand and proposition. There is no need to self-generate business as all clients are referred internally. Therefore it would suit a technically-minded Planner who enjoys spending their time in front of HNW clients, identifying needs and providing solutions, rather than a business hunter.

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.