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Director, Wealth Planning - Private Bank, Bristol

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £70000 - £100000 per annum

  • Contact:

    James Woods

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    12 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


A high-profile Private Bank are looking to recruit a senior level Wealth Planner to their Bristol office.

Working as the sole Wealth Planner in the office, alongside a high calibre team of Private Bankers, you will provide 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 and brand. 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.

Six figure package